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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
376
Focus Financial Network
Minnesota
– -$562K -7,859 Closed
RIA
377
Regal Investment Advisors
Michigan
– -$542K -7,573 Closed
TI
378
tru Independence
Oregon
– -$472K -6,594 Closed
TLFA
379
True Link Financial Advisors
California
– -$422K -5,900 Closed
WCFA
380
Walkner Condon Financial Advisors
Wisconsin
– -$318K -4,442 Closed
GSWM
381
Golden State Wealth Management
California
– -$296K -4,139 Closed
FWP
382
Firethorn Wealth Partners
Georgia
– -$249K -3,475 Closed
BG
383
Bahl & Gaynor
Ohio
– -$230K -3,216 Closed
CT
384
Clearstead Trust
Maine
– -$136K -1,908 Closed
BBHBI
385
B, B, H, & B Inc
Alabama
– -$111K -1,554 Closed
BWA
386
Burt Wealth Advisors
Maryland
– -$107K -1,500 Closed
PWM
387
Perigon Wealth Management
California
– -$107K -1,490 Closed
BAM
388
Belpointe Asset Management
Nevada
– -$103K -1,448 Closed
D
389
Diversified
Delaware
– -$114K -1,199 Closed
TIAM2
390
Tru Independence Asset Management 2
Oregon
– -$74K -1,040 Closed
OIM
391
Oder Investment Management
California
– -$40K -550 Closed
SIS
392
SVB Investment Services
Utah
– -$39K -548 Closed
HWA
393
HHM Wealth Advisors
Tennessee
– -$27K -374 Closed
IA
394
Inspire Advisors
Idaho
– -$8K -118 Closed
FFC
395
Fure Financial Corporation
Minnesota
– -$3K -38 Closed
MF
396
Manchester Financial
California
– +$444 +6 New
CTC
397
Central Trust Company
Missouri
– +$518 +7 New
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