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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
376
Leonard Rickey Investment Advisors
Washington
$464K -$2.06K -15 -0.5%
AG
377
Ascent Group
Virginia
$463K +$52.5K +383 +13%
PIA
378
Panoramic Investment Advisors
Colorado
$463K -$61.8K -451 -12%
JFA
379
JNBA Financial Advisors
Minnesota
$462K -$2.74K -20 -0.6%
SFMG
380
Sage Financial Management Group
Virginia
$458K -$14.8K -108 -3%
YP
381
YANKCOM Partnership
South Dakota
$456K – – –
MHC
382
May Hill Capital
Massachusetts
$455K – – –
CRC
383
Curi RMB Capital
Illinois
$451K – – –
WFS
384
WealthGarden F.S.
California
$448K -$9.87K -72 -2%
MWM
385
MBE Wealth Management
Wisconsin
$446K -$62.6K -457 -13%
MAG
386
MRA Advisory Group
New Jersey
$445K – – –
T
387
TrustBank
Illinois
$444K -$32.8K -239 -7%
MWA
388
Midland Wealth Advisors
Illinois
$444K +$12.1K +88 +3%
SB
389
Strategic Blueprint
Georgia
$438K -$22.8K -166 -5%
WA
390
WBH Advisory
Maryland
$435K +$1.92K +14 +0.5%
G
391
GenTrust
Florida
$432K – – –
BZWA
392
Blue Zone Wealth Advisors
California
$431K – – –
SIAP
393
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$427K – – –
ACM
394
Absolute Capital Management
Pennsylvania
$421K +$405K +2,956 New
FFA
395
First Foundation Advisors
California
$418K -$41.1K -300 -9%
CWS
396
Cypress Wealth Services
California
$415K – – –
EFG
397
Erickson Financial Group
Pennsylvania
$414K -$4.25K -31 -1%
TC
398
Trilogy Capital
California
$413K -$3.43K -25 -0.9%
BCPWM
399
Bradley & Co Private Wealth Management
Florida
$409K – – –
MW
400
Maia Wealth
Colorado
$408K -$8.77K -64 -2%
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16
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