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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
351
Close Asset Management
United Kingdom
$478K – – –
DAS
352
Diversify Advisory Services
Utah
$477K -$55.9K -438 -11%
TCOV
353
Trust Company of Vermont
Vermont
$475K +$255 +2 +0.1%
CAL
354
Capital Analysts LLC
Pennsylvania
$475K +$8.94K +70 +2%
AAP
355
Arax Advisory Partners
Colorado
$474K +$470K +3,682 New
WFS
356
WealthGarden F.S.
California
$471K -$33.3K -261 -7%
CAAS
357
Capital Asset Advisory Services
Michigan
$470K +$33.6K +263 +8%
AWA
358
Arkadios Wealth Advisors
Georgia
$468K +$15.1K +118 +3%
MWM
359
MBE Wealth Management
Wisconsin
$467K -$2.3K -18 -0.5%
LNB
360
Ledyard National Bank
$467K – – –
AWM
361
Axxcess Wealth Management
California
$463K +$33.1K +259 +8%
WHCI
362
W.H. Cornerstone Investments
Massachusetts
$462K +$1.28K +10 +0.3%
OIA
363
OneDigital Investment Advisors
Kansas
$461K +$1.66K +13 +0.4%
HCA
364
Heck Capital Advisors
Wisconsin
$455K -$18.5K -145 -4%
TVAMP
365
Tennessee Valley Asset Management Partners
Tennessee
$450K -$28.4K -222 -6%
SPAS
366
Spectrum Planning & Advisory Services
California
$448K +$1.79K +14 +0.4%
VCP
367
Verus Capital Partners
Arizona
$447K -$1.41K -11 -0.3%
BIG
368
Brooklyn Investment Group
New York
$443K +$436K +3,410 New
SB
369
Strategic Blueprint
Georgia
$443K -$46.1K -361 -9%
M
370
MYeCFO
California
$442K +$111K +870 +34%
KPWG
371
KFA Private Wealth Group
Virginia
$436K -$2.81K -22 -0.6%
T
372
TrustBank
Illinois
$432K +$428K +3,354 New
TCM
373
TruNorth Capital Management
Michigan
$431K – – –
WA
374
WBH Advisory
Maryland
$428K +$2.3K +18 +0.5%
EP
375
Essential Planning
New Hampshire
$427K -$14.1K -110 -3%
13 14
15
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