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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
351
Goldstein Advisors
Wisconsin
$319K -$2.77K -29 -0.9%
PO
352
Private Ocean
California
$319K -$13.4K -140 -4%
M
353
MYeCFO
California
$319K – – –
OPW
354
Oxler Private Wealth
New York
$316K +$765 +8 +0.3%
AWM
355
Affinity Wealth Management
Delaware
$316K – – –
GFS
356
GYL Financial Synergies
Connecticut
$314K – – –
JSW
357
Journey Strategic Wealth
New Jersey
$314K +$297K +3,110 New
TCA
358
Transcend Capital Advisors
New Jersey
$313K +$42.9K +448 +17%
LC
359
Landaas & Company
Wisconsin
$311K +$765 +8 +0.3%
JWBC
360
J.W. Burns & Co
New York
$307K – – –
RDFA
361
Ritter Daniher Financial Advisory
Ohio
$302K – – –
SIAP
362
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K – – –
CFD
363
Creative Financial Designs
Indiana
$302K -$26K -272 -8%
G
364
GenTrust
Florida
$299K – – –
SAM
365
Smartleaf Asset Management
Massachusetts
$299K – – –
DI
366
DDFG Inc
California
$297K -$28.8K -301 -9%
JFA
367
JNBA Financial Advisors
Minnesota
$294K +$8.42K +88 +3%
JC
368
JB Capital
Connecticut
$288K +$20.1K +210 +8%
SCM
369
Sage Capital Management
New Jersey
$286K – – –
WBCM
370
Wilson & Boucher Capital Management
California
$282K +$2.87K +30 +1%
USCWA
371
U.S. Capital Wealth Advisors
Texas
$281K -$13.3K -139 -5%
AIA
372
Arbor Investment Advisors
North Carolina
$279K +$191 +2 +0.1%
TF
373
Theory Financial
Colorado
$273K +$259K +2,707 New
HPM
374
Hoxton Planning & Management
West Virginia
$272K -$15K -157 -5%
GWP
375
Gateway Wealth Partners
Wisconsin
$267K -$18.8K -197 -7%
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