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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
4FG
376
4Thought Financial Group
New York
$166K -$5.95K -66 -4%
RG
377
Retirement Group
California
$166K +$24.8K +275 +18%
CFD
378
Creative Financial Designs
Indiana
$155K +$107K +1,182 +242%
MA
379
MUFG Americas
New York
$146K -$325K -3,606 -70%
BWA
380
BDO Wealth Advisors
Florida
$136K – – –
AWM
381
AllSquare Wealth Management
New York
$133K – – –
CT
382
Caldwell Trust
Florida
$133K – – –
IA
383
IFP Advisors
Florida
$130K – – –
FF
384
FourThought Financial
Florida
$126K – – –
TCM
385
TD Capital Management
Tennessee
$124K +$361 +4 +0.3%
NF
386
Norwood Financial
Pennsylvania
$121K +$117K +1,300 New
AA
387
Ancora Advisors
Ohio
$107K – – –
MAWCM
388
Mine & Arao Wealth Creation & Management
California
$104K +$451 +5 +0.4%
MCC
389
Money Concepts Capital
Florida
$103K +$99.9K +1,108 New
RA
390
Rise Advisors
New York
$102K +$99.1K +1,099 New
HNB
391
Huntington National Bank
Ohio
$102K – – –
PP
392
PrairieView Partners
Minnesota
$96K -$68.3K -758 -42%
MPCG
393
Matrix Private Capital Group
New York
$95K – – –
EWM
394
EPG Wealth Management
Georgia
$93K – – –
GWSG
395
GPS Wealth Strategies Group
Colorado
$79K +$2.34K +26 +3%
HI
396
Hudock Inc
Pennsylvania
$69K +$270 +3 +0.4%
ATC
397
Adirondack Trust Company
New York
$61K – – –
MFT
398
Moisand Fitzgerald Tamayo
Florida
$58K – – –
KTC
399
Kistler-Tiffany Companies
Pennsylvania
$55K – – –
ZIG
400
Zullo Investment Group
Pennsylvania
$54K +$52.5K +582 New
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