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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
351
Evoke Wealth
California
$213K +$221K +2,610 New
HPM
352
Hoxton Planning & Management
West Virginia
$208K -$13.9K -164 -6%
EP
353
Essential Planning
New Hampshire
$207K +$3.73K +44 +2%
USCWA
354
U.S. Capital Wealth Advisors
Texas
$205K -$39.3K -463 -16%
M
355
MYeCFO
California
$204K – – –
GWP
356
Gateway Wealth Partners
Wisconsin
$203K +$211K +2,488 New
TCA
357
Transcend Capital Advisors
New Jersey
$202K -$12.4K -146 -6%
TI
358
Trexquant Investment
Connecticut
$200K +$209K +2,459 New
AWM
359
Avior Wealth Management
Nebraska
$197K -$7.97K -94 -4%
SL
360
Salomon & Ludwin
Virginia
$189K +$197K +2,324 New
ST
361
Smithfield Trust
Pennsylvania
$180K -$31.6K -373 -14%
HR
362
Howe & Rusling
New York
$177K +$509 +6 +0.3%
GWM
363
Geneos Wealth Management
Colorado
$173K – – –
SWM
364
Sugarloaf Wealth Management
Georgia
$172K -$8.31K -98 -4%
GWSG
365
GPS Wealth Strategies Group
Colorado
$162K – – –
AC
366
AlphaCore Capital
California
$160K – – –
FDCDDQ
367
Federation des caisses Desjardins du Quebec
Quebec, Canada
$154K – – –
CT
368
Clearstead Trust
Maine
$153K – – –
TRCT
369
Tower Research Capital (TRC)
New York
$151K -$1.21M -14,218 -88%
WIM
370
Westside Investment Management
California
$151K – – –
PAIM
371
Punch & Associates Investment Management
Minnesota
$151K -$848 -10 -0.5%
CCMI
372
Creative Capital Management Investments
California
$148K +$154K +1,819 New
CAL
373
Capital Analysts LLC
Pennsylvania
$144K -$8.82K -104 -6%
AWM
374
AllSquare Wealth Management
New York
$144K – – –
ACA
375
Atlas Capital Advisors
Wyoming
$143K – – –
13 14
15
16 17