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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
326
Trust Company of Vermont
Vermont
$344K +$2.71K +32 +0.9%
SFMG
327
Sage Financial Management Group
Virginia
$342K – – –
AC
328
Abbrea Capital
California
$340K – – –
BFG
329
Buttonwood Financial Group
Missouri
$339K – – –
WHCI
330
W.H. Cornerstone Investments
Massachusetts
$334K +$2.29K +27 +0.7%
GWA
331
GGM Wealth Advisors
Maryland
$334K +$28K +330 +10%
KPWG
332
KFA Private Wealth Group
Virginia
$331K +$1.61K +19 +0.5%
JIC
333
Johnson Investment Counsel
Ohio
$319K – – –
FTWA
334
Fifth Third Wealth Advisors
Ohio
$319K +$297K +3,500 New
WA
335
WBH Advisory
Maryland
$319K +$297K +3,499 New
MWM
336
Meridian Wealth Management
Kentucky
$311K +$292K +3,447 New
PG
337
Prostatis Group
Maryland
$308K -$18.2K -215 -6%
LRIA
338
Leonard Rickey Investment Advisors
Washington
$308K -$13.6K -160 -5%
AWA
339
Arkadios Wealth Advisors
Georgia
$305K +$424 +5 +0.1%
PO
340
Private Ocean
California
$300K -$8.91K -105 -3%
MIA
341
Milestone Investment Advisors
Wisconsin
$300K -$12.6K -148 -4%
HWA
342
Hilltop Wealth Advisors
North Carolina
$298K – – –
CFD
343
Creative Financial Designs
Indiana
$297K -$2.46K -29 -0.9%
BFG
344
Beacon Financial Group
Texas
$296K +$276K +3,255 New
DI
345
DDFG Inc
California
$296K +$4.92K +58 +2%
FFA
346
First Foundation Advisors
California
$294K -$75.5K -890 -22%
MFG
347
Merit Financial Group
Georgia
$292K – – –
GA
348
Goldstein Advisors
Wisconsin
$291K -$27.7K -326 -9%
RPC
349
Rossmore Private Capital
Connecticut
$290K +$3.82K +45 +1%
SPAS
350
Spectrum Planning & Advisory Services
California
$290K +$270K +3,183 New
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