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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
301
Leonard Rickey Investment Advisors
Washington
$265K – – –
MWM
302
Mission Wealth Management
California
$258K +$289K +3,850 New
B
303
Bensler
Washington
$257K – – –
BWM
304
BerganKDV Wealth Management
Minnesota
$255K – – –
DC
305
DeDora Capital
California
$254K -$2.18K -29 -0.8%
WCFA
306
Walkner Condon Financial Advisors
Wisconsin
$252K +$283K +3,766 New
AC
307
Abbrea Capital
California
$250K – – –
CFGS
308
Concourse Financial Group Securities
Alabama
$249K – – –
SPAS
309
Spectrum Planning & Advisory Services
California
$245K -$300 -4 -0.1%
OPW
310
Oxler Private Wealth
New York
$244K +$31K +413 +13%
BFG
311
Buttonwood Financial Group
Missouri
$242K -$1.35K -18 -0.5%
WHCI
312
W.H. Cornerstone Investments
Massachusetts
$241K +$272K +3,621 New
KPWG
313
KFA Private Wealth Group
Virginia
$240K +$16.1K +214 +6%
JIC
314
Johnson Investment Counsel
Ohio
$240K +$43.6K +581 +19%
JFA
315
JNBA Financial Advisors
Minnesota
$235K – – –
TCOV
316
Trust Company of Vermont
Vermont
$234K +$751 +10 +0.3%
PO
317
Private Ocean
California
$232K – – –
SFA
318
Sequoia Financial Advisors
Ohio
$231K – – –
GWA
319
GGM Wealth Advisors
Maryland
$230K – – –
GAM
320
Gould Asset Management
California
$227K -$10.5K -140 -4%
CS
321
Comerica Securities
Michigan
$224K +$251K +3,350 New
MFG
322
Merit Financial Group
Georgia
$221K – – –
G
323
GenTrust
Florida
$211K – – –
CA
324
Continuum Advisory
Idaho
$207K -$901 -12 -0.4%
SHWM
325
Smith & Howard Wealth Management
Georgia
$207K +$232K +3,085 New
11 12
13
14 15