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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
351
Savvy Advisors Inc
New York
$343K +$330K +3,300 New
LRIA
352
Leonard Rickey Investment Advisors
Washington
$340K – – –
AWM
353
AE Wealth Management
Kansas
$340K -$13.1K -131 -4%
HWA
354
Hilltop Wealth Advisors
North Carolina
$339K – – –
FFA
355
First Foundation Advisors
California
$336K – – –
GFS
356
GYL Financial Synergies
Connecticut
$334K +$10.3K +103 +3%
RPC
357
Rossmore Private Capital
Connecticut
$334K – – –
VCP
358
Verus Capital Partners
Arizona
$330K -$73.5K -735 -19%
CFD
359
Creative Financial Designs
Indiana
$330K +$18.7K +187 +6%
TRCT
360
Tower Research Capital (TRC)
New York
$329K -$280K -2,795 -47%
PO
361
Private Ocean
California
$328K – – –
BHIA
362
Birch Hill Investment Advisors
Massachusetts
$328K -$5K -50 -2%
OPW
363
Oxler Private Wealth
New York
$327K +$600 +6 +0.2%
GA
364
Goldstein Advisors
Wisconsin
$326K -$3K -30 -0.9%
AWM
365
Affinity Wealth Management
Delaware
$325K – – –
LC
366
Landaas & Company
Wisconsin
$321K +$600 +6 +0.2%
MIA
367
Milestone Investment Advisors
Wisconsin
$318K -$22.8K -228 -7%
JWBC
368
J.W. Burns & Co
New York
$316K – – –
RDFA
369
Ritter Daniher Financial Advisory
Ohio
$312K – – –
SIAP
370
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$312K – – –
G
371
GenTrust
Florida
$308K – – –
GWP
372
Gateway Wealth Partners
Wisconsin
$306K +$29.6K +296 +11%
JFA
373
JNBA Financial Advisors
Minnesota
$303K – – –
TCA
374
Transcend Capital Advisors
New Jersey
$299K -$22.4K -224 -7%
MA
375
Mutual Advisors
Nebraska
$297K -$409K -4,087 -59%
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15
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