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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
326
Strategic Blueprint
Georgia
$126K -$108K -1,347 -47%
RG
327
Retirement Group
California
$125K +$6.44K +80 +6%
PWM
328
Prentice Wealth Management
New York
$122K +$118K +1,470 New
BWA
329
BDO Wealth Advisors
Florida
$121K – – –
FPW
330
Flagship Private Wealth
Massachusetts
$120K +$161 +2 +0.1%
CT
331
Caldwell Trust
Florida
$118K – – –
IA
332
IFP Advisors
Florida
$116K -$24.4K -303 -18%
GWM
333
Geneos Wealth Management
Colorado
$115K -$45.3K -563 -29%
FF
334
FourThought Financial
Florida
$112K – – –
TCM
335
TD Capital Management
Tennessee
$110K +$241 +3 +0.2%
CFD
336
Creative Financial Designs
Indiana
$107K -$20.1K -250 -16%
AC
337
AlphaCore Capital
California
$100K +$97K +1,205 New
PAI
338
Pittenger & Anderson Inc
Nebraska
$97K – – –
AA
339
Ancora Advisors
Ohio
$95K – – –
MAWCM
340
Mine & Arao Wealth Creation & Management
California
$93K +$80 +1 +0.1%
MPCG
341
Matrix Private Capital Group
New York
$85K – – –
AWA
342
Arkadios Wealth Advisors
Georgia
$82K – – –
LWM
343
Liberty Wealth Management
California
$80K +$30.7K +382 +65%
GRP
344
Global Retirement Partners
California
$77K -$18K -224 -19%
GWSG
345
GPS Wealth Strategies Group
Colorado
$66K +$80 +1 +0.1%
HI
346
Hudock Inc
Pennsylvania
$62K +$80 +1 +0.1%
PSIWM
347
Paradigm Strategies in Wealth Management
Minnesota
$59K – – –
ATC
348
Adirondack Trust Company
New York
$55K – – –
MFT
349
Moisand Fitzgerald Tamayo
Florida
$52K -$11.1K -138 -18%
KTC
350
Kistler-Tiffany Companies
Pennsylvania
$52K – – –
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