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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
376
Smartleaf Asset Management
Massachusetts
$296K -$13.1K -131 -4%
SCM
377
Sage Capital Management
New Jersey
$294K – – –
WBCM
378
Wilson & Boucher Capital Management
California
$291K – – –
CAL
379
Capital Analysts LLC
Pennsylvania
$288K +$31.4K +314 +13%
AIA
380
Arbor Investment Advisors
North Carolina
$288K +$100 +1 +0%
BW
381
BIP Wealth
Georgia
$286K -$435K -4,350 -61%
JC
382
JB Capital
Connecticut
$285K -$11.8K -118 -4%
TF
383
Theory Financial
Colorado
$279K -$2.5K -25 -0.9%
SWA
384
Sax Wealth Advisors
New Jersey
$279K +$268K +2,682 New
DI
385
DDFG Inc
California
$278K -$27.1K -271 -9%
CA
386
Claro Advisors
Massachusetts
$277K +$15.3K +153 +6%
BCPWM
387
Bradley & Co Private Wealth Management
Florida
$277K +$216K +2,158 +426%
HPM
388
Hoxton Planning & Management
West Virginia
$275K -$5.8K -58 -2%
BBA
389
Braun-Bostich & Associates
Pennsylvania
$274K +$264K +2,638 New
GVAG
390
Great Valley Advisor Group
Delaware
$272K +$6.7K +67 +3%
4FG
391
4Thought Financial Group
New York
$264K -$8.21K -82 -3%
KP
392
Keel Point
Alabama
$263K – – –
SC
393
Sapient Capital
Indiana
$257K – – –
SG
394
Somerset Group
Minnesota
$257K +$43K +430 +21%
CFS
395
CRA Financial Services
New Jersey
$250K – – –
SWP
396
Stratos Wealth Partners
Ohio
$249K – – –
PS
397
Principal Securities
Iowa
$246K -$6.5K -65 -3%
GWSG
398
GPS Wealth Strategies Group
Colorado
$243K +$31K +310 +15%
WDL
399
Well Done LLC
Michigan
$243K – – –
SWM
400
Sugarloaf Wealth Management
Georgia
$240K – – –
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16
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