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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
351
Tennessee Valley Asset Management Partners
Tennessee
$435K +$12K +94 +3%
WDL
352
Well Done LLC
Michigan
$427K +$173K +1,357 +63%
M
353
MYeCFO
California
$424K +$8.95K +70 +2%
HCA
354
Heck Capital Advisors
Wisconsin
$419K -$9.59K -75 -2%
BIG
355
Brooklyn Investment Group
New York
$413K – – –
BFG
356
Beacon Financial Group
Texas
$413K +$28.6K +224 +7%
WHCI
357
W.H. Cornerstone Investments
Massachusetts
$412K -$23.3K -182 -5%
KPWG
358
KFA Private Wealth Group
Virginia
$411K +$767 +6 +0.2%
T
359
TrustBank
Illinois
$406K – – –
SFMG
360
Sage Financial Management Group
Virginia
$403K +$38K +297 +10%
CAL
361
Capital Analysts LLC
Pennsylvania
$402K -$48.1K -376 -10%
AA
362
Armis Advisers
Georgia
$402K – – –
EP
363
Essential Planning
New Hampshire
$402K +$128 +1 +0%
BHIA
364
Birch Hill Investment Advisors
Massachusetts
$400K +$9.59K +75 +2%
SPAS
365
Spectrum Planning & Advisory Services
California
$397K -$25.7K -201 -6%
LRIA
366
Leonard Rickey Investment Advisors
Washington
$397K – – –
LC
367
Landaas & Company
Wisconsin
$397K +$895 +7 +0.2%
HWA
368
Hilltop Wealth Advisors
North Carolina
$396K – – –
JFA
369
JNBA Financial Advisors
Minnesota
$396K +$2.94K +23 +0.7%
SB
370
Strategic Blueprint
Georgia
$393K -$25.4K -199 -6%
FFA
371
First Foundation Advisors
California
$392K – – –
WFS
372
WealthGarden F.S.
California
$390K -$46.2K -361 -10%
OPW
373
Oxler Private Wealth
New York
$388K +$1.02K +8 +0.3%
YP
374
YANKCOM Partnership
South Dakota
$388K – – –
AAP
375
Arax Advisory Partners
Colorado
$388K -$61.6K -482 -13%
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