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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
326
Meridian Wealth Management
Kentucky
$374K +$33.1K +346 +10%
WA
327
WBH Advisory
Maryland
$372K +$18.7K +195 +6%
WHCI
328
W.H. Cornerstone Investments
Massachusetts
$365K -$4.59K -48 -1%
JF
329
JSF Financial
California
$360K +$341K +3,568 New
GWP
330
Gen-Wealth Partners
Michigan
$354K +$335K +3,507 New
JIC
331
Johnson Investment Counsel
Ohio
$353K – – –
GM
332
GeoWealth Management
Illinois
$352K -$1.4M -14,646 -81%
AWM
333
AE Wealth Management
Kansas
$343K -$1.23M -12,888 -79%
TVAMP
334
Tennessee Valley Asset Management Partners
Tennessee
$341K -$257K -2,682 -44%
TCM
335
TruNorth Capital Management
Michigan
$338K +$320K +3,349 New
CWM
336
Centurion Wealth Management
Virginia
$337K -$49.6K -519 -13%
PG
337
Prostatis Group
Maryland
$336K -$5.17K -54 -2%
BFG
338
Beacon Financial Group
Texas
$333K +$4.59K +48 +1%
AWA
339
Arkadios Wealth Advisors
Georgia
$332K -$4.78K -50 -1%
MIA
340
Milestone Investment Advisors
Wisconsin
$332K -$765 -8 -0.2%
LRIA
341
Leonard Rickey Investment Advisors
Washington
$330K -$10.4K -109 -3%
HWA
342
Hilltop Wealth Advisors
North Carolina
$329K – – –
MFG
343
Merit Financial Group
Georgia
$329K +$16.5K +173 +5%
HP
344
Hilltop Partners
Indiana
$328K +$311K +3,252 New
FFA
345
First Foundation Advisors
California
$326K – – –
RPC
346
Rossmore Private Capital
Connecticut
$324K +$2.39K +25 +0.8%
BHIA
347
Birch Hill Investment Advisors
Massachusetts
$323K +$5.74K +60 +2%
MLA
348
My Legacy Advisors
Oregon
$322K +$77.8K +813 +34%
WA
349
Wealth Architects
California
$322K +$305K +3,192 New
GA
350
Goldstein Advisors
Wisconsin
$319K -$2.77K -29 -0.9%
12 13
14
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