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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
376
Huntington National Bank
Ohio
$95K – – –
RA
377
Rise Advisors
New York
$95K +$257 +3 +0.3%
PP
378
PrairieView Partners
Minnesota
$90K – – –
MPCG
379
Matrix Private Capital Group
New York
$89K – – –
EWM
380
EPG Wealth Management
Georgia
$87K – – –
GRP
381
Global Retirement Partners
California
$81K +$93.6K +1,091 New
OLVIG
382
Oliver Lagore Vanvalin Investment Group
Michigan
$78K +$84.8K +989 New
HI
383
Hudock Inc
Pennsylvania
$64K – – –
ATC
384
Adirondack Trust Company
New York
$57K – – –
MFT
385
Moisand Fitzgerald Tamayo
Florida
$56K +$1.8K +21 +3%
KTC
386
Kistler-Tiffany Companies
Pennsylvania
$52K – – –
ZIG
387
Zullo Investment Group
Pennsylvania
$50K – – –
WFA
388
Wells Financial Advisors
Massachusetts
$48K +$18.9K +220 +65%
SCA
389
Sandy Cove Advisors
Massachusetts
$45K – – –
BCPWM
390
Bradley & Co Private Wealth Management
Florida
$44K – – –
BONH
391
Bank of New Hampshire
New Hampshire
$44K +$43.7K +510 New
MIFH
392
Migdal Insurance & Financial Holdings
Israel
$41K – – –
SSB
393
Sandy Spring Bank
Maryland
$40K – – –
BA
394
Ballast Advisors
Minnesota
$39K – – –
PAIM
395
Punch & Associates Investment Management
Minnesota
$38K -$1.29K -15 -3%
BWP
396
Baldwin Wealth Partners
Massachusetts
$35K – – –
FFA
397
Freedman Financial Associates
Massachusetts
$30K +$6.26K +73 +27%
FP
398
Financial Perspectives
Minnesota
$28.5K +$86 +1 +0.3%
TWC
399
TD Waterhouse Canada
Ontario, Canada
$25.7K – – –
DWA
400
Dougherty Wealth Advisers
Minnesota
$24K – – –
14 15
16
17 18