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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
376
Focused Wealth Management
New York
$82.4K -$49.6K -656 -38%
PP
377
PrairieView Partners
Minnesota
$80K – – –
BAM
378
Belpointe Asset Management
Nevada
$79.9K -$6.35K -84 -8%
MPCG
379
Matrix Private Capital Group
New York
$79.7K – – –
FWP
380
FAS Wealth Partners
Kansas
$79.3K -$1.36K -18 -2%
EWM
381
EPG Wealth Management
Georgia
$78K – – –
LJHT
382
Laurie J. Hall Trustee
$70K +$68K +900 New
OLVIG
383
Oliver Lagore Vanvalin Investment Group
Michigan
$69.2K -$95.6K -1,265 -59%
EWA
384
EverSource Wealth Advisors
Alabama
$67.5K -$20.3K -269 -24%
PCMC
385
Private Capital Management (Colorado)
Colorado
$64.9K +$62.9K +832 New
MAWCM
386
Mine & Arao Wealth Creation & Management
California
$63.7K +$227 +3 +0.4%
FP
387
Financial Perspectives
Minnesota
$60.9K +$15.3K +203 +35%
PTC
388
Private Trust Company
Ohio
$55.8K -$6.42K -85 -11%
ATC
389
Adirondack Trust Company
New York
$53.8K +$2.27K +30 +5%
RG
390
Retirement Group
California
$53K – – –
MFT
391
Moisand Fitzgerald Tamayo
Florida
$49.4K – – –
GWANC
392
Guardian Wealth Advisors (North Carolina)
North Carolina
$48.4K +$529 +7 +1%
PMFA
393
Plante Moran Financial Advisors
Michigan
$48.2K – – –
KTC
394
Kistler-Tiffany Companies
Pennsylvania
$46.5K – – –
BBHC
395
Brown Brothers Harriman & Co
New York
$44.6K – – –
VCM
396
Vigilant Capital Management
Maine
$43K – – –
WFA
397
Wells Financial Advisors
Massachusetts
$42.4K +$27.2K +360 +196%
BONH
398
Bank of New Hampshire
New Hampshire
$39.8K – – –
BCPWM
399
Bradley & Co Private Wealth Management
Florida
$39.5K – – –
CTA
400
Colonial Trust Advisors
South Carolina
$39K – – –
14 15
16
17 18