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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
$380K – – –
RA
352
Rockingstone Advisors
Massachusetts
$379K -$101K -930 -20%
PSCM
353
Per Stirling Capital Management
Texas
$378K -$8.62K -79 -2%
SPAS
354
Spectrum Planning & Advisory Services
California
$377K +$46.1K +423 +13%
WB
355
WesBanco Bank
West Virginia
$376K -$5.78K -53 -1%
WA
356
Wealth Architects
California
$375K – – –
HP
357
Hilltop Partners
Indiana
$373K -$56.7K -520 -12%
WHCI
358
W.H. Cornerstone Investments
Massachusetts
$367K +$327 +3 +0.1%
CA
359
Capital Advantage
California
$366K – – –
SG
360
StoneX Group
New York
$360K +$383K +3,515 New
EP
361
Essential Planning
New Hampshire
$359K -$25.1M -230,092 -98%
JIC
362
Johnson Investment Counsel
Ohio
$358K – – –
GVAG
363
Great Valley Advisor Group
Delaware
$353K +$58.4K +535 +18%
HCA
364
Heck Capital Advisors
Wisconsin
$351K -$504K -4,621 -57%
USCWA
365
U.S. Capital Wealth Advisors
Texas
$350K +$9.38K +86 +3%
CAMV
366
Concord Asset Management (Virginia)
Virginia
$348K -$42.2K -387 -10%
PA
367
Parkside Advisors
California
$344K +$109 +1 +0%
BHIA
368
Birch Hill Investment Advisors
Massachusetts
$344K +$37.5K +344 +11%
BCM
369
Blume Capital Management
California
$343K -$16.4K -150 -4%
TCM
370
TruNorth Capital Management
Michigan
$343K – – –
VCP
371
Verus Capital Partners
Arizona
$343K -$982 -9 -0.3%
WA
372
WBH Advisory
Maryland
$340K +$23.2K +213 +7%
MLA
373
My Legacy Advisors
Oregon
$339K +$7.2K +66 +2%
BMM
374
Buffington Mohr McNeal
Idaho
$337K -$49.1K -450 -12%
AWA
375
Arete Wealth Advisors
Illinois
$337K -$31.9K -292 -8%
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