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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
4FG
326
4Thought Financial Group
New York
$154K -$8.29K -97 -5%
PP
327
PrairieView Partners
Minnesota
$149K – – –
RG
328
Retirement Group
California
$126K – – –
BWA
329
BDO Wealth Advisors
Florida
$122K – – –
PWM
330
Prentice Wealth Management
New York
$122K – – –
AWM
331
AllSquare Wealth Management
New York
$119K -$19.6K -229 -14%
CT
332
Caldwell Trust
Florida
$119K – – –
IA
333
IFP Advisors
Florida
$117K – – –
FF
334
FourThought Financial
Florida
$112K – – –
TCM
335
TD Capital Management
Tennessee
$111K +$342 +4 +0.3%
PAI
336
Pittenger & Anderson Inc
Nebraska
$97K – – –
AA
337
Ancora Advisors
Ohio
$96K – – –
MAWCM
338
Mine & Arao Wealth Creation & Management
California
$93K – – –
AC
339
AlphaCore Capital
California
$92K -$8.46K -99 -8%
MPCG
340
Matrix Private Capital Group
New York
$85K – – –
EWM
341
EPG Wealth Management
Georgia
$83K +$85.5K +1,000 New
GRP
342
Global Retirement Partners
California
$77K – – –
GWSG
343
GPS Wealth Strategies Group
Colorado
$68K +$2.22K +26 +3%
BDWM
344
Brewin Dolphin Wealth Management
Ireland
$67.8K +$28.6K +335 +70%
HI
345
Hudock Inc
Pennsylvania
$61K -$1.11K -13 -2%
ATC
346
Adirondack Trust Company
New York
$60K – – –
MFT
347
Moisand Fitzgerald Tamayo
Florida
$52K – – –
KTC
348
Kistler-Tiffany Companies
Pennsylvania
$50K -$2.56K -30 -5%
PWA
349
Phoenix Wealth Advisors
North Carolina
$50K – – –
MAM
350
Marquette Asset Management
Minnesota
$46K +$47K +550 New
12 13
14
15 16