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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
351
Cornerstone Planning Group
New Jersey
$147K +$145K +2,015 New
CS
352
Credit Suisse
Switzerland
$146K +$5.25K +73 +4%
AC
353
AlphaCore Capital
California
$142K +$142K +1,975 New
ACA
354
Aptus Capital Advisors
Alabama
$140K +$16.7K +232 +14%
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K – – –
CT
356
Clearstead Trust
Maine
$135K – – –
AF
357
Affiance Financial
Minnesota
$134K – – –
CA
358
Clearstead Advisors
Ohio
$133K – – –
4FG
359
4Thought Financial Group
New York
$133K -$2.95K -41 -2%
AWM
360
AllSquare Wealth Management
New York
$127K – – –
FWM
361
Focused Wealth Management
New York
$123K -$4.17K -58 -3%
GRP
362
Global Retirement Partners
California
$96.1K +$503 +7 +0.5%
TCM
363
TD Capital Management
Tennessee
$95.3K +$287 +4 +0.3%
NF
364
Norwood Financial
Pennsylvania
$93.3K – – –
BWA
365
BDO Wealth Advisors
Florida
$90.5K – – –
PAI
366
Pittenger & Anderson Inc
Nebraska
$88.7K -$66.1K -920 -43%
CT
367
Caldwell Trust
Florida
$86.1K -$16.5K -230 -16%
AA
368
Ancora Advisors
Ohio
$83K – – –
EWA
369
EverSource Wealth Advisors
Alabama
$81.5K -$222K -3,086 -73%
RA
370
Rise Advisors
New York
$80K +$287 +4 +0.4%
BAM
371
Belpointe Asset Management
Nevada
$79.6K +$79.7K +1,109 New
HNB
372
Huntington National Bank
Ohio
$78.5K – – –
FWP
373
FAS Wealth Partners
Kansas
$74.2K -$95.8K -1,333 -56%
PP
374
PrairieView Partners
Minnesota
$74K – – –
MPCG
375
Matrix Private Capital Group
New York
$73.4K – – –
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