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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
326
WesBanco Bank
West Virginia
$243K +$235K +3,117 New
GFS
327
GYL Financial Synergies
Connecticut
$243K – – –
OPW
328
Oxler Private Wealth
New York
$242K +$755 +10 +0.3%
RPC
329
Rossmore Private Capital
Connecticut
$238K +$3.02K +40 +1%
LC
330
Landaas & Company
Wisconsin
$238K +$831 +11 +0.4%
JWBC
331
J.W. Burns & Co
New York
$237K – – –
PIA
332
Perennial Investment Advisors
California
$237K +$229K +3,034 New
CC
333
Copperleaf Capital
North Carolina
$236K +$229K +3,030 New
RDFA
334
Ritter Daniher Financial Advisory
Ohio
$234K – – –
SIAP
335
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$234K – – –
USCWA
336
U.S. Capital Wealth Advisors
Texas
$232K +$203K +2,688 +917%
G
337
GenTrust
Florida
$232K – – –
FA
338
Flagstar Advisors
New York
$232K -$61.1K -809 -21%
VCP
339
Verus Capital Partners
Arizona
$229K +$222K +2,941 New
DI
340
DDFG Inc
California
$226K -$6.87K -91 -3%
SFA
341
Sequoia Financial Advisors
Ohio
$223K – – –
VHAM
342
Van Hulzen Asset Management
California
$221K +$214K +2,828 New
JFA
343
JNBA Financial Advisors
Minnesota
$220K – – –
BFG
344
Baron Financial Group
New Jersey
$217K -$1.58M -20,970 -88%
WBCM
345
Wilson & Boucher Capital Management
California
$216K +$209K +2,770 New
ZAM
346
Zevin Asset Management
Massachusetts
$214K +$208K +2,749 New
CA
347
Continuum Advisory
Idaho
$213K -$12.5K -166 -6%
WDL
348
Well Done LLC
Michigan
$206K +$199K +2,635 New
BA
349
Bristlecone Advisors
Washington
$204K +$198K +2,616 New
ST
350
Smithfield Trust
Pennsylvania
$201K -$7.71K -102 -4%
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