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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
301
Continuum Advisory
Idaho
$309K +$90.2K +1,064 +39%
BMM
302
Buffington Mohr McNeal
Idaho
$308K – – –
LIA
303
LifePlan Investment Advisors
North Carolina
$306K -$39.3K -464 -11%
AC
304
Abbrea Capital
California
$305K – – –
SFMG
305
Sage Financial Management Group
Virginia
$305K +$318K +3,752 New
TCOV
306
Trust Company of Vermont
Vermont
$305K -$1.02K -12 -0.3%
WHCI
307
W.H. Cornerstone Investments
Massachusetts
$297K +$19.5K +230 +7%
BFG
308
Buttonwood Financial Group
Missouri
$294K +$38.9K +459 +14%
KPWG
309
KFA Private Wealth Group
Virginia
$294K – – –
PG
310
Prostatis Group
Maryland
$293K +$306K +3,603 New
LRIA
311
Leonard Rickey Investment Advisors
Washington
$288K – – –
GA
312
Goldstein Advisors
Wisconsin
$287K -$5.51K -65 -2%
AG
313
Appleton Group
Wisconsin
$286K – – –
LWA
314
Lowe Wealth Advisors
Maryland
$285K -$46.3K -546 -13%
JIC
315
Johnson Investment Counsel
Ohio
$285K – – –
MIA
316
Milestone Investment Advisors
Wisconsin
$281K -$33K -389 -10%
VCP
317
Verus Capital Partners
Arizona
$279K +$2.21K +26 +0.8%
WAOTB
318
Wealth Advisors of Tampa Bay
Florida
$279K +$291K +3,428 New
CWM
319
Centurion Wealth Management
Virginia
$279K +$6.53K +77 +2%
PIA
320
Perennial Investment Advisors
California
$278K +$13K +153 +5%
PO
321
Private Ocean
California
$277K -$5.51K -65 -2%
AWA
322
Arkadios Wealth Advisors
Georgia
$272K +$66.3K +782 +31%
CFD
323
Creative Financial Designs
Indiana
$268K -$87.6K -1,033 -24%
HWA
324
Hilltop Wealth Advisors
North Carolina
$266K – – –
GWA
325
GGM Wealth Advisors
Maryland
$264K – – –
11 12
13
14 15