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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
326
Hilltop Wealth Advisors
North Carolina
$266K – – –
GWA
327
GGM Wealth Advisors
Maryland
$264K – – –
MFG
328
Merit Financial Group
Georgia
$261K – – –
DI
329
DDFG Inc
California
$260K +$24.8K +292 +10%
RPC
330
Rossmore Private Capital
Connecticut
$256K +$1.19K +14 +0.4%
AWM
331
Affinity Wealth Management
Delaware
$255K – – –
GFS
332
GYL Financial Synergies
Connecticut
$253K – – –
OPW
333
Oxler Private Wealth
New York
$253K -$85 -1 -0%
BHIA
334
Birch Hill Investment Advisors
Massachusetts
$253K +$263K +3,104 New
KP
335
Keel Point
Alabama
$252K +$263K +3,101 New
LC
336
Landaas & Company
Wisconsin
$249K – – –
JWBC
337
J.W. Burns & Co
New York
$248K – – –
RDFA
338
Ritter Daniher Financial Advisory
Ohio
$244K – – –
SIAP
339
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$244K – – –
G
340
GenTrust
Florida
$243K – – –
TVAMP
341
Tennessee Valley Asset Management Partners
Tennessee
$239K +$249K +2,938 New
JFA
342
JNBA Financial Advisors
Minnesota
$239K +$6.02K +71 +2%
SFA
343
Sequoia Financial Advisors
Ohio
$233K – – –
WBCM
344
Wilson & Boucher Capital Management
California
$226K – – –
AIA
345
Arbor Investment Advisors
North Carolina
$225K -$5.94K -70 -2%
VHAM
346
Van Hulzen Asset Management
California
$223K -$5.6K -66 -2%
AWA
347
Arete Wealth Advisors
Illinois
$221K -$27.9K -329 -11%
OPA
348
Old Port Advisors
Maine
$218K +$227K +2,679 New
MLA
349
My Legacy Advisors
Oregon
$215K -$3.48K -41 -2%
WDL
350
Well Done LLC
Michigan
$215K – – –
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14
15 16