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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
$85.2K – – –
FWM
377
Focused Wealth Management
New York
$82.4K -$49.6K -656 -38%
PP
378
PrairieView Partners
Minnesota
$80K – – –
BAM
379
Belpointe Asset Management
Nevada
$79.9K -$6.35K -84 -8%
MPCG
380
Matrix Private Capital Group
New York
$79.7K – – –
FWP
381
FAS Wealth Partners
Kansas
$79.3K -$1.36K -18 -2%
EWM
382
EPG Wealth Management
Georgia
$78K – – –
LJHT
383
Laurie J. Hall Trustee
$70K +$68K +900 New
OLVIG
384
Oliver Lagore Vanvalin Investment Group
Michigan
$69.2K -$95.6K -1,265 -59%
EWA
385
EverSource Wealth Advisors
Alabama
$67.5K -$20.3K -269 -24%
PCMC
386
Private Capital Management (Colorado)
Colorado
$64.9K +$62.9K +832 New
MAWCM
387
Mine & Arao Wealth Creation & Management
California
$63.7K +$227 +3 +0.4%
FP
388
Financial Perspectives
Minnesota
$60.9K +$15.3K +203 +35%
PTC
389
Private Trust Company
Ohio
$55.8K -$6.42K -85 -11%
ATC
390
Adirondack Trust Company
New York
$53.8K +$2.27K +30 +5%
RG
391
Retirement Group
California
$53K – – –
MFT
392
Moisand Fitzgerald Tamayo
Florida
$49.4K – – –
GWANC
393
Guardian Wealth Advisors (North Carolina)
North Carolina
$48.4K +$529 +7 +1%
PMFA
394
Plante Moran Financial Advisors
Michigan
$48.2K – – –
KTC
395
Kistler-Tiffany Companies
Pennsylvania
$46.5K – – –
BBHC
396
Brown Brothers Harriman & Co
New York
$44.6K – – –
VCM
397
Vigilant Capital Management
Maine
$43K – – –
WFA
398
Wells Financial Advisors
Massachusetts
$42.4K +$27.2K +360 +196%
BONH
399
Bank of New Hampshire
New Hampshire
$39.8K – – –
BCPWM
400
Bradley & Co Private Wealth Management
Florida
$39.5K – – –
14 15
16
17 18