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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
376
EPG Wealth Management
Georgia
$71.8K – – –
ME
377
McIlrath & Eck
Washington
$69.3K -$62.7K -873 -47%
WA
378
Win Advisors
Florida
$65K – – –
MAWCM
379
Mine & Arao Wealth Creation & Management
California
$58.4K -$20.4K -284 -26%
PTC
380
Private Trust Company
Ohio
$57K – – –
RG
381
Retirement Group
California
$49K +$42.3K +589 +654%
ATC
382
Adirondack Trust Company
New York
$47.4K – – –
MFT
383
Moisand Fitzgerald Tamayo
Florida
$45.5K – – –
PMFA
384
Plante Moran Financial Advisors
Michigan
$44.4K +$33.6K +468 +312%
GWANC
385
Guardian Wealth Advisors (North Carolina)
North Carolina
$44.1K – – –
CAS
386
Coppell Advisory Solutions
Texas
$43.5K +$43.6K +606 New
CASC
387
Coppell Advisory Solutions Corp
Texas
$43.5K +$43.6K +606 New
KTC
388
Kistler-Tiffany Companies
Pennsylvania
$42.8K – – –
ZIG
389
Zullo Investment Group
Pennsylvania
$41.8K – – –
FP
390
Financial Perspectives
Minnesota
$41.5K +$8.48K +118 +26%
BBHC
391
Brown Brothers Harriman & Co
New York
$41.1K – – –
VCM
392
Vigilant Capital Management
Maine
$39K – – –
BONH
393
Bank of New Hampshire
New Hampshire
$37K – – –
BCPWM
394
Bradley & Co Private Wealth Management
Florida
$36.3K – – –
CTA
395
Colonial Trust Advisors
South Carolina
$35.9K +$35.9K +500 New
MIFH
396
Migdal Insurance & Financial Holdings
Israel
$34K – – –
SSB
397
Sandy Spring Bank
Maryland
$33K – – –
BWP
398
Baldwin Wealth Partners
Massachusetts
$28.7K – – –
TRCT
399
Tower Research Capital (TRC)
New York
$25K -$1.09M -15,198 -98%
EE
400
EWG Elevate
California
$23.6K +$23.6K +329 New
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