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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
351
Trust Company of Vermont
Vermont
$409K -$559 -5 -0.1%
WA
352
Wealth Architects
California
$404K – – –
SWA
353
Sax Wealth Advisors
New Jersey
$401K +$12.8K +115 +3%
AWA
354
Arete Wealth Advisors
Illinois
$395K +$18.5K +166 +5%
WHCI
355
W.H. Cornerstone Investments
Massachusetts
$395K +$1.23K +11 +0.3%
SVWAG
356
Sound View Wealth Advisors Group
Georgia
$390K +$4.58K +41 +1%
TVAMP
357
Tennessee Valley Asset Management Partners
Tennessee
$390K +$9.05K +81 +2%
FPAS
358
Focus Partners Advisor Solutions
Missouri
$386K +$391K +3,503 New
BCM
359
Blume Capital Management
California
$386K -$29.4K -263 -7%
JIC
360
Johnson Investment Counsel
Ohio
$386K – – –
AG
361
Ascent Group
Virginia
$372K -$78.1K -699 -17%
PA
362
Parkside Advisors
California
$370K -$9.72K -87 -3%
VCP
363
Verus Capital Partners
Arizona
$370K +$7.15K +64 +2%
TCM
364
TruNorth Capital Management
Michigan
$369K – – –
USCWA
365
U.S. Capital Wealth Advisors
Texas
$368K -$13.6K -122 -4%
CA
366
Capital Advantage
California
$366K +$371K +3,321 New
MLA
367
My Legacy Advisors
Oregon
$363K -$39.1K -350 -10%
AA
368
Armis Advisers
Georgia
$361K +$366K +3,272 New
LRIA
369
Leonard Rickey Investment Advisors
Washington
$360K -$559 -5 -0.2%
HWA
370
Hilltop Wealth Advisors
North Carolina
$360K – – –
TPA
371
Trivium Point Advisory
Connecticut
$360K +$112 +1 +0%
SPAS
372
Spectrum Planning & Advisory Services
California
$360K -$69.8K -625 -16%
FFA
373
First Foundation Advisors
California
$356K – – –
BFG
374
Beacon Financial Group
Texas
$354K -$894 -8 -0.2%
AAP
375
Arax Advisory Partners
Colorado
$353K +$275K +2,461 +333%
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