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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
351
Private Ocean
California
$319K -$13.4K -140 -4%
M
352
MYeCFO
California
$319K – – –
OPW
353
Oxler Private Wealth
New York
$316K +$765 +8 +0.3%
AWM
354
Affinity Wealth Management
Delaware
$316K – – –
GFS
355
GYL Financial Synergies
Connecticut
$314K – – –
JSW
356
Journey Strategic Wealth
New Jersey
$314K +$297K +3,110 New
TCA
357
Transcend Capital Advisors
New Jersey
$313K +$42.9K +448 +17%
LC
358
Landaas & Company
Wisconsin
$311K +$765 +8 +0.3%
JWBC
359
J.W. Burns & Co
New York
$307K – – –
RDFA
360
Ritter Daniher Financial Advisory
Ohio
$302K – – –
SIAP
361
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K – – –
CFD
362
Creative Financial Designs
Indiana
$302K -$26K -272 -8%
G
363
GenTrust
Florida
$299K – – –
SAM
364
Smartleaf Asset Management
Massachusetts
$299K – – –
DI
365
DDFG Inc
California
$297K -$28.8K -301 -9%
JFA
366
JNBA Financial Advisors
Minnesota
$294K +$8.42K +88 +3%
JC
367
JB Capital
Connecticut
$288K +$20.1K +210 +8%
SCM
368
Sage Capital Management
New Jersey
$286K – – –
WBCM
369
Wilson & Boucher Capital Management
California
$282K +$2.87K +30 +1%
USCWA
370
U.S. Capital Wealth Advisors
Texas
$281K -$13.3K -139 -5%
AIA
371
Arbor Investment Advisors
North Carolina
$279K +$191 +2 +0.1%
TF
372
Theory Financial
Colorado
$273K +$259K +2,707 New
HPM
373
Hoxton Planning & Management
West Virginia
$272K -$15K -157 -5%
GWP
374
Gateway Wealth Partners
Wisconsin
$267K -$18.8K -197 -7%
4FG
375
4Thought Financial Group
New York
$264K +$58.2K +608 +30%
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