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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
351
GPS Wealth Strategies Group
Colorado
$142K +$234 +3 +0.2%
FDCDDQ
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K – – –
CT
353
Clearstead Trust
Maine
$135K – – –
RG
354
Retirement Group
California
$135K – – –
4FG
355
4Thought Financial Group
New York
$135K +$3.5K +45 +2%
AF
356
Affiance Financial
Minnesota
$134K – – –
CA
357
Clearstead Advisors
Ohio
$134K – – –
FWM
358
Focused Wealth Management
New York
$127K -$15K -193 -10%
ACA
359
Aptus Capital Advisors
Alabama
$123K -$16.4K -211 -11%
MA
360
MUFG Americas
New York
$113K – – –
AWM
361
AllSquare Wealth Management
New York
$103K – – –
CT
362
Caldwell Trust
Florida
$103K – – –
BAM
363
Belpointe Asset Management
Nevada
$102K +$111K +1,425 New
FF
364
FourThought Financial
Florida
$97K – – –
NF
365
Norwood Financial
Pennsylvania
$93K – – –
BWA
366
BDO Wealth Advisors
Florida
$91K – – –
MCC
367
Money Concepts Capital
Florida
$88K -$124K -1,598 -57%
AA
368
Ancora Advisors
Ohio
$83K – – –
AW
369
ACG Wealth
Georgia
$82K +$88.9K +1,141 New
HNB
370
Huntington National Bank
Ohio
$79K – – –
MAWCM
371
Mine & Arao Wealth Creation & Management
California
$79K +$234 +3 +0.3%
RA
372
Rise Advisors
New York
$79K +$234 +3 +0.3%
GRP
373
Global Retirement Partners
California
$78K – – –
CS
374
Credit Suisse
Switzerland
$78K +$85K +1,091 New
CAL
375
Capital Analysts LLC
Pennsylvania
$75K +$81.5K +1,046 New
13 14
15
16 17