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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
376
Capital Asset Advisory Services
Michigan
$467K -$12.2K -89 -3%
AWM
377
Axxcess Wealth Management
California
$467K +$450K +3,280 New
HWA
378
Hilltop Wealth Advisors
North Carolina
$465K – – –
LRIA
379
Leonard Rickey Investment Advisors
Washington
$464K -$2.06K -15 -0.5%
AG
380
Ascent Group
Virginia
$463K +$52.5K +383 +13%
PIA
381
Panoramic Investment Advisors
Colorado
$463K -$61.8K -451 -12%
JFA
382
JNBA Financial Advisors
Minnesota
$462K -$2.74K -20 -0.6%
SFMG
383
Sage Financial Management Group
Virginia
$458K -$14.8K -108 -3%
YP
384
YANKCOM Partnership
South Dakota
$456K – – –
MHC
385
May Hill Capital
Massachusetts
$455K – – –
CRC
386
Curi RMB Capital
Illinois
$451K – – –
WFS
387
WealthGarden F.S.
California
$448K -$9.87K -72 -2%
MWM
388
MBE Wealth Management
Wisconsin
$446K -$62.6K -457 -13%
MAG
389
MRA Advisory Group
New Jersey
$445K – – –
T
390
TrustBank
Illinois
$444K -$32.8K -239 -7%
MWA
391
Midland Wealth Advisors
Illinois
$444K +$12.1K +88 +3%
SB
392
Strategic Blueprint
Georgia
$438K -$22.8K -166 -5%
WA
393
WBH Advisory
Maryland
$435K +$1.92K +14 +0.5%
G
394
GenTrust
Florida
$432K – – –
BZWA
395
Blue Zone Wealth Advisors
California
$431K – – –
SIAP
396
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$427K – – –
ACM
397
Absolute Capital Management
Pennsylvania
$421K +$405K +2,956 New
FFA
398
First Foundation Advisors
California
$418K -$41.1K -300 -9%
CWS
399
Cypress Wealth Services
California
$415K – – –
EFG
400
Erickson Financial Group
Pennsylvania
$414K -$4.25K -31 -1%
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