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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
326
Ancora Advisors
Ohio
$88K – – –
GRP
327
Global Retirement Partners
California
$88K +$815 +11 +1%
MAWCM
328
Mine & Arao Wealth Creation & Management
California
$85K – – –
MPCG
329
Matrix Private Capital Group
New York
$78K – – –
AWA
330
Arkadios Wealth Advisors
Georgia
$76K – – –
GWSG
331
GPS Wealth Strategies Group
Colorado
$60K +$58.8K +794 New
MFT
332
Moisand Fitzgerald Tamayo
Florida
$58K – – –
HI
333
Hudock Inc
Pennsylvania
$57K +$148 +2 +0.3%
PSIWM
334
Paradigm Strategies in Wealth Management
Minnesota
$54K +$52.4K +708 New
ATC
335
Adirondack Trust Company
New York
$50K – – –
KTC
336
Kistler-Tiffany Companies
Pennsylvania
$48K +$8K +108 +21%
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$47K – – –
PWA
338
Phoenix Wealth Advisors
North Carolina
$46K – – –
LWM
339
Liberty Wealth Management
California
$42K – – –
BCPWM
340
Bradley & Co Private Wealth Management
Florida
$39K +$37.5K +506 New
WP
341
WealthShield Partners
North Carolina
$39K +$38K +513 New
BDWM
342
Brewin Dolphin Wealth Management
Ireland
$36.7K – – –
PAIM
343
Punch & Associates Investment Management
Minnesota
$36K -$1.48K -20 -4%
MIFH
344
Migdal Insurance & Financial Holdings
Israel
$36K – – –
SSB
345
Sandy Spring Bank
Maryland
$35K – – –
BA
346
Ballast Advisors
Minnesota
$34K – – –
BWP
347
Baldwin Wealth Partners
Massachusetts
$31K – – –
FP
348
Financial Perspectives
Minnesota
$24.8K +$4.22K +57 +21%
DWA
349
Dougherty Wealth Advisers
Minnesota
$23K – – –
DWMG
350
DB Wealth Management Group
California
$22K – – –
12 13
14
15 16