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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
326
Verus Capital Partners
Arizona
$287K +$37K +466 +16%
BFG
327
Buttonwood Financial Group
Missouri
$282K -$13.7K -172 -5%
CWM
328
Centurion Wealth Management
Virginia
$281K +$266K +3,344 New
BG
329
Bahl & Gaynor
Ohio
$278K – – –
HWA
330
Hilltop Wealth Advisors
North Carolina
$275K +$260K +3,268 New
PIA
331
Perennial Investment Advisors
California
$275K +$18.4K +232 +8%
GWA
332
GGM Wealth Advisors
Maryland
$272K +$257K +3,233 New
MFG
333
Merit Financial Group
Georgia
$270K – – –
AWM
334
Affinity Wealth Management
Delaware
$264K – – –
RPC
335
Rossmore Private Capital
Connecticut
$263K +$5.64K +71 +2%
GFS
336
GYL Financial Synergies
Connecticut
$262K – – –
OPW
337
Oxler Private Wealth
New York
$262K +$556 +7 +0.2%
GCP
338
GSA Capital Partners
United Kingdom
$259K +$245K +3,082 New
LC
339
Landaas & Company
Wisconsin
$257K +$556 +7 +0.2%
AWA
340
Arete Wealth Advisors
Illinois
$256K -$176K -2,216 -42%
JWBC
341
J.W. Burns & Co
New York
$256K – – –
NAM
342
NorthCrest Asset Manangement
Minnesota
$255K +$241K +3,033 New
RDFA
343
Ritter Daniher Financial Advisory
Ohio
$253K – – –
SIAP
344
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$253K – – –
USCWA
345
U.S. Capital Wealth Advisors
Texas
$251K – – –
G
346
GenTrust
Florida
$250K – – –
DI
347
DDFG Inc
California
$244K – – –
MA
348
Mutual Advisors
Nebraska
$242K +$228K +2,873 New
SFA
349
Sequoia Financial Advisors
Ohio
$241K – – –
JFA
350
JNBA Financial Advisors
Minnesota
$241K +$3.5K +44 +2%
12 13
14
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