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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
326
SVB Investment Services
Utah
$39K – – –
KTC
327
Kistler-Tiffany Companies
Pennsylvania
$37K – – –
PAIM
328
Punch & Associates Investment Management
Minnesota
$36K -$39.5K -583 -54%
BDWM
329
Brewin Dolphin Wealth Management
Ireland
$34.3K – – –
MIFH
330
Migdal Insurance & Financial Holdings
Israel
$34K – – –
SSB
331
Sandy Spring Bank
Maryland
$33K – – –
BA
332
Ballast Advisors
Minnesota
$32K – – –
BWP
333
Baldwin Wealth Partners
Massachusetts
$29K – – –
HWA
334
HHM Wealth Advisors
Tennessee
$27K – – –
DWA
335
Dougherty Wealth Advisers
Minnesota
$22K – – –
DWMG
336
DB Wealth Management Group
California
$21K +$19.6K +290 New
EIP
337
Ellis Investment Partners
Pennsylvania
$20K +$68 +1 +0.4%
FP
338
Financial Perspectives
Minnesota
$19.2K – – –
RCA
339
Rowland Carmichael Advisors
Arizona
$14K +$6.64K +98 +98%
WFA
340
Wells Financial Advisors
Massachusetts
$13K +$12.6K +186 New
CWA
341
Clearview Wealth Advisors
Oregon
$11K +$10K +148 New
TIM
342
Tortoise Investment Management
New York
$10K – – –
FFA
343
Freedman Financial Associates
Massachusetts
$9K +$8.13K +120 New
PA
344
Parallel Advisors
California
$8K -$2.25M -33,136 -100%
IA
345
Inspire Advisors
Idaho
$8K +$8K +118 New
DOA
346
D'Orazio & Associates
Virginia
$7K – – –
ADL
347
Asset Dedication LLC
California
$6K – – –
AA
348
Addison Advisors
Vermont
$5K +$4.61K +68 New
FFC
349
Fure Financial Corporation
Minnesota
$3K – – –
IF
350
Ironwood Financial
Arizona
$3K – – –
12 13
14
15 16