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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
351
Arbor Investment Advisors
North Carolina
$238K -$33.7K -424 -13%
VHAM
352
Van Hulzen Asset Management
California
$236K -$1.91K -24 -0.8%
WBCM
353
Wilson & Boucher Capital Management
California
$233K – – –
MLA
354
My Legacy Advisors
Oregon
$232K -$179K -2,251 -45%
CA
355
Continuum Advisory
Idaho
$230K -$477 -6 -0.2%
HPM
356
Hoxton Planning & Management
West Virginia
$229K -$490K -6,162 -69%
WDL
357
Well Done LLC
Michigan
$222K – – –
TCA
358
Transcend Capital Advisors
New Jersey
$221K +$209K +2,627 New
ST
359
Smithfield Trust
Pennsylvania
$217K – – –
AWA
360
Arkadios Wealth Advisors
Georgia
$215K +$203K +2,559 New
BFG
361
Baron Financial Group
New Jersey
$213K -$20.3K -255 -9%
AWM
362
Avior Wealth Management
Nebraska
$211K -$180K -2,266 -47%
M
363
MYeCFO
California
$211K +$199K +2,510 New
EP
364
Essential Planning
New Hampshire
$210K +$198K +2,497 New
JC
365
JB Capital
Connecticut
$210K +$198K +2,494 New
BA
366
Bristlecone Advisors
Washington
$206K -$13.7K -173 -7%
ZAM
367
Zevin Asset Management
Massachusetts
$205K -$24.8K -312 -11%
CFS
368
CRA Financial Services
New Jersey
$203K +$191K +2,408 New
SWM
369
Sugarloaf Wealth Management
Georgia
$186K – – –
HR
370
Howe & Rusling
New York
$183K +$477 +6 +0.3%
GWM
371
Geneos Wealth Management
Colorado
$179K – – –
GWSG
372
GPS Wealth Strategies Group
Colorado
$168K -$24.4K -307 -13%
AC
373
AlphaCore Capital
California
$165K -$2.31K -29 -1%
FDCDDQ
374
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159K – – –
CAL
375
Capital Analysts LLC
Pennsylvania
$158K -$1.67K -21 -1%
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15
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