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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
376
Hudock Inc
Pennsylvania
$50K +$225 +3 +0.4%
CWA
377
Clearview Wealth Advisors
Oregon
$48K +$8.93K +119 +20%
ACM
378
Absolute Capital Management
Pennsylvania
$44.7K +$50K +666 New
ATC
379
Adirondack Trust Company
New York
$44K – – –
MFT
380
Moisand Fitzgerald Tamayo
Florida
$42K -$976 -13 -2%
GWANC
381
Guardian Wealth Advisors (North Carolina)
North Carolina
$41K – – –
KTC
382
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
ZIG
383
Zullo Investment Group
Pennsylvania
$39K – – –
BBHC
384
Brown Brothers Harriman & Co
New York
$38K +$42.9K +572 New
VCM
385
Vigilant Capital Management
Maine
$37K +$41.3K +550 New
BONH
386
Bank of New Hampshire
New Hampshire
$34K – – –
BCPWM
387
Bradley & Co Private Wealth Management
Florida
$34K – – –
WFA
388
Wells Financial Advisors
Massachusetts
$32K -$10.1K -135 -22%
MIFH
389
Migdal Insurance & Financial Holdings
Israel
$32K – – –
SSB
390
Sandy Spring Bank
Maryland
$31K – – –
FP
391
Financial Perspectives
Minnesota
$30.8K +$150 +2 +0.4%
BWP
392
Baldwin Wealth Partners
Massachusetts
$27K – – –
TWC
393
TD Waterhouse Canada
Ontario, Canada
$20.3K – – –
DWA
394
Dougherty Wealth Advisers
Minnesota
$18K – – –
PA
395
PSI Advisors
Florida
$17K +$75 +1 +0.4%
FFA
396
Fairfield Financial Advisors
Massachusetts
$15.4K – – –
DWMG
397
DB Wealth Management Group
California
$14K – – –
EIP
398
Ellis Investment Partners
Pennsylvania
$14K +$75 +1 +0.5%
GFPC
399
Global Financial Private Client
Florida
$13.9K +$5.1K +68 +50%
KFS
400
Kelly Financial Services
Massachusetts
$10.1K +$75 +1 +0.7%
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