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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
351
Birch Hill Investment Advisors
Massachusetts
$287K +$3.82K +45 +1%
AWM
352
Affinity Wealth Management
Delaware
$285K – – –
OPW
353
Oxler Private Wealth
New York
$285K +$2.04K +24 +0.8%
GFS
354
GYL Financial Synergies
Connecticut
$283K – – –
GSEP
355
Golden State Equity Partners
California
$280K +$261K +3,075 New
LC
356
Landaas & Company
Wisconsin
$280K +$1.87K +22 +0.7%
JWBC
357
J.W. Burns & Co
New York
$277K – – –
RDFA
358
Ritter Daniher Financial Advisory
Ohio
$273K – – –
SIAP
359
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$273K – – –
SAM
360
Smartleaf Asset Management
Massachusetts
$271K +$252K +2,966 New
G
361
GenTrust
Florida
$270K – – –
ECA
362
Elevated Capital Advisors
Utah
$268K +$250K +2,947 New
USCWA
363
U.S. Capital Wealth Advisors
Texas
$266K +$34.5K +407 +16%
HPM
364
Hoxton Planning & Management
West Virginia
$260K +$25.5K +300 +12%
GWP
365
Gateway Wealth Partners
Wisconsin
$259K +$30.5K +359 +14%
SCM
366
Sage Capital Management
New Jersey
$258K +$241K +2,835 New
JFA
367
JNBA Financial Advisors
Minnesota
$257K -$8.91K -105 -4%
WBCM
368
Wilson & Boucher Capital Management
California
$252K – – –
AIA
369
Arbor Investment Advisors
North Carolina
$252K +$339 +4 +0.1%
VHAM
370
Van Hulzen Asset Management
California
$245K -$3.65K -43 -2%
TI
371
Trexquant Investment
Connecticut
$244K +$18.4K +217 +9%
TCA
372
Transcend Capital Advisors
New Jersey
$241K +$14.5K +171 +7%
JC
373
JB Capital
Connecticut
$241K +$225K +2,648 New
WDL
374
Well Done LLC
Michigan
$240K – – –
EWA
375
Emergent Wealth Advisors
New York
$239K +$223K +2,623 New
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