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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
301
KFA Private Wealth Group
Virginia
$467K +$600 +6 +0.1%
PIA
302
Perennial Investment Advisors
California
$464K +$36.7K +367 +9%
JIC
303
Joel Isaacson & Co
New York
$464K – – –
JSW
304
Journey Strategic Wealth
New Jersey
$457K +$129K +1,290 +41%
TNBTD
305
Trustmark National Bank Trust Department
Mississippi
$454K – – –
GAM
306
Gould Asset Management
California
$451K -$5.5K -55 -1%
WS
307
Wedbush Securities
California
$450K – – –
GCP
308
GSA Capital Partners
United Kingdom
$449K +$432K +4,322 New
PSCM
309
Per Stirling Capital Management
Texas
$447K +$901 +9 +0.2%
MFA
310
Mayflower Financial Advisors
Massachusetts
$440K -$55.1K -551 -12%
HPC
311
HM Payson & Co
Maine
$436K -$157K -1,570 -27%
HCM
312
Hengehold Capital Management
Ohio
$434K – – –
CAG
313
Crestwood Advisors Group
Massachusetts
$432K – – –
JF
314
JSF Financial
California
$429K +$56.3K +563 +16%
BG
315
Bahl & Gaynor
Ohio
$428K +$412K +4,119 New
MLA
316
My Legacy Advisors
Oregon
$427K +$91.9K +918 +29%
AG
317
AlTi Global
New York
$425K -$27.7K -277 -6%
AG
318
Ascent Group
Virginia
$424K – – –
WFS
319
WealthGarden F.S.
California
$422K +$406K +4,059 New
NB
320
NBT Bank
New York
$418K -$4.8K -48 -1%
ACA
321
Aptus Capital Advisors
Alabama
$414K -$50.5K -505 -11%
EP
322
Essential Planning
New Hampshire
$406K +$391K +3,909 New
CAM
323
Close Asset Management
United Kingdom
$403K – – –
PBO
324
Peoples Bank (Ohio)
Ohio
$402K -$62.9K -629 -14%
WB
325
WesBanco Bank
West Virginia
$398K +$2.7K +27 +0.7%
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