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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
301
Gould Asset Management
California
$443K -$3.83K -40 -0.9%
TNBTD
302
Trustmark National Bank Trust Department
Mississippi
$441K – – –
AG
303
AlTi Global
New York
$441K – – –
WS
304
Wedbush Securities
California
$437K +$5.64K +59 +1%
PSCM
305
Per Stirling Capital Management
Texas
$433K -$59.6K -623 -13%
CA
306
CoreCap Advisors
Michigan
$432K -$14.4K -151 -3%
HCM
307
Hengehold Capital Management
Ohio
$421K – – –
CAG
308
Crestwood Advisors Group
Massachusetts
$419K -$20.3K -212 -5%
PIA
309
Perennial Investment Advisors
California
$414K +$24.4K +255 +7%
AG
310
Ascent Group
Virginia
$412K +$96 +1 +0%
D
311
Diversified
Delaware
$412K +$2.39K +25 +0.6%
NB
312
NBT Bank
New York
$410K -$1.72K -18 -0.4%
ATC
313
Argent Trust Co
Tennessee
$402K – – –
PA
314
Parkside Advisors
California
$398K +$96 +1 +0%
ES
315
Eagle Strategies
New York
$395K +$375K +3,922 New
VCP
316
Verus Capital Partners
Arizona
$395K +$12.5K +131 +3%
CAM
317
Close Asset Management
United Kingdom
$391K – – –
BWS
318
Buck Wealth Strategies
Colorado
$385K +$365K +3,821 New
WB
319
WesBanco Bank
West Virginia
$384K -$2.58K -27 -0.7%
BCM
320
Blume Capital Management
California
$382K -$4.78K -50 -1%
BMM
321
Buffington Mohr McNeal
Idaho
$381K – – –
TCOV
322
Trust Company of Vermont
Vermont
$380K – – –
SFMG
323
Sage Financial Management Group
Virginia
$378K – – –
VHAM
324
Van Hulzen Asset Management
California
$377K +$100K +1,047 +39%
AC
325
Abbrea Capital
California
$376K – – –
11 12
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