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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
351
Eudaimonia Partners
Tennessee
$15K +$14.8K +200 New
WFA
352
Wells Financial Advisors
Massachusetts
$14K – – –
AIC
353
Archer Investment Corporation
Indiana
$11.7K +$11.3K +153 New
TIM
354
Tortoise Investment Management
New York
$11K – – –
NFSG
355
Newbridge Financial Services Group
Florida
$11K +$8.37K +113 +332%
VRM
356
Vectors Research Management
New York
$11K +$11.1K +150 New
CWA
357
Clearview Wealth Advisors
Oregon
$10K -$963 -13 -9%
CAC
358
Certified Advisory Corp
Florida
$10K +$9.92K +134 New
FFA
359
Freedman Financial Associates
Massachusetts
$9K – – –
PA
360
Parallel Advisors
California
$9K – – –
GFPC
361
Global Financial Private Client
Florida
$7.42K +$7.11K +96 New
DOA
362
D'Orazio & Associates
Virginia
$7K – – –
KFS
363
Kelly Financial Services
Massachusetts
$4.43K +$4.29K +58 New
CAAS
364
Capital Asset Advisory Services
Michigan
$4K +$2.22K +30 +188%
HCP
365
Hexagon Capital Partners
Arkansas
$3K – – –
IF
366
Ironwood Financial
Arizona
$3K – – –
LC
367
Lindbrook Capital
California
$3K – – –
JPLA
368
Joseph P. Lucia & Associates
New York
$2K – – –
1WM
369
1900 Wealth Management
Texas
$1.4K -$10.1K -137 -0.7%
SWM
370
Sugarloaf Wealth Management
Georgia
$167 -$154K -2,074 -95%
WIM
371
Westside Investment Management
California
$118 – – –
FI
372
FormulaFolio Investments
Michigan
– -$3.14M -43,911 Closed
AAMC
373
Asset Allocation & Management Company
Illinois
– -$2.7M -37,776 Closed
PMG
374
ProVise Management Group
Florida
– -$752K -10,514 Closed
CW
375
CreativeOne Wealth
Kansas
– -$663K -9,272 Closed
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