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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
326
Global Retirement Partners
California
$88K +$815 +11 +1%
MAWCM
327
Mine & Arao Wealth Creation & Management
California
$85K – – –
MPCG
328
Matrix Private Capital Group
New York
$78K – – –
AWA
329
Arkadios Wealth Advisors
Georgia
$76K – – –
GWSG
330
GPS Wealth Strategies Group
Colorado
$60K +$58.8K +794 New
MFT
331
Moisand Fitzgerald Tamayo
Florida
$58K – – –
HI
332
Hudock Inc
Pennsylvania
$57K +$148 +2 +0.3%
PSIWM
333
Paradigm Strategies in Wealth Management
Minnesota
$54K +$52.4K +708 New
ATC
334
Adirondack Trust Company
New York
$50K – – –
KTC
335
Kistler-Tiffany Companies
Pennsylvania
$48K +$8K +108 +21%
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$47K – – –
PWA
337
Phoenix Wealth Advisors
North Carolina
$46K – – –
LWM
338
Liberty Wealth Management
California
$42K – – –
BCPWM
339
Bradley & Co Private Wealth Management
Florida
$39K +$37.5K +506 New
WP
340
WealthShield Partners
North Carolina
$39K +$38K +513 New
BDWM
341
Brewin Dolphin Wealth Management
Ireland
$36.7K – – –
PAIM
342
Punch & Associates Investment Management
Minnesota
$36K -$1.48K -20 -4%
MIFH
343
Migdal Insurance & Financial Holdings
Israel
$36K – – –
SSB
344
Sandy Spring Bank
Maryland
$35K – – –
BA
345
Ballast Advisors
Minnesota
$34K – – –
BWP
346
Baldwin Wealth Partners
Massachusetts
$31K – – –
DWA
347
Dougherty Wealth Advisers
Minnesota
$23K – – –
DWMG
348
DB Wealth Management Group
California
$22K – – –
EIP
349
Ellis Investment Partners
Pennsylvania
$21K +$74 +1 +0.4%
ADL
350
Asset Dedication LLC
California
$16K +$8.74K +118 +137%
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