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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
351
Arkadios Wealth Advisors
Georgia
$441K +$1.66K +13 +0.4%
MWM
352
MBE Wealth Management
Wisconsin
$435K -$4.09K -32 -0.9%
TVAMP
353
Tennessee Valley Asset Management Partners
Tennessee
$435K +$12K +94 +3%
WDL
354
Well Done LLC
Michigan
$427K +$173K +1,357 +63%
M
355
MYeCFO
California
$424K +$8.95K +70 +2%
HCA
356
Heck Capital Advisors
Wisconsin
$419K -$9.59K -75 -2%
BIG
357
Brooklyn Investment Group
New York
$413K – – –
BFG
358
Beacon Financial Group
Texas
$413K +$28.6K +224 +7%
WHCI
359
W.H. Cornerstone Investments
Massachusetts
$412K -$23.3K -182 -5%
KPWG
360
KFA Private Wealth Group
Virginia
$411K +$767 +6 +0.2%
T
361
TrustBank
Illinois
$406K – – –
SFMG
362
Sage Financial Management Group
Virginia
$403K +$38K +297 +10%
CAL
363
Capital Analysts LLC
Pennsylvania
$402K -$48.1K -376 -10%
AA
364
Armis Advisers
Georgia
$402K – – –
EP
365
Essential Planning
New Hampshire
$402K +$128 +1 +0%
BHIA
366
Birch Hill Investment Advisors
Massachusetts
$400K +$9.59K +75 +2%
SPAS
367
Spectrum Planning & Advisory Services
California
$397K -$25.7K -201 -6%
LRIA
368
Leonard Rickey Investment Advisors
Washington
$397K – – –
LC
369
Landaas & Company
Wisconsin
$397K +$895 +7 +0.2%
HWA
370
Hilltop Wealth Advisors
North Carolina
$396K – – –
JFA
371
JNBA Financial Advisors
Minnesota
$396K +$2.94K +23 +0.7%
SB
372
Strategic Blueprint
Georgia
$393K -$25.4K -199 -6%
FFA
373
First Foundation Advisors
California
$392K – – –
WFS
374
WealthGarden F.S.
California
$390K -$46.2K -361 -10%
OPW
375
Oxler Private Wealth
New York
$388K +$1.02K +8 +0.3%
13 14
15
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