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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
376
Arax Advisory Partners
Colorado
$353K +$275K +2,461 +333%
GWP
377
Gen-Wealth Partners
Michigan
$350K -$82.6K -739 -19%
OPW
378
Oxler Private Wealth
New York
$349K +$1.12K +10 +0.3%
AWM
379
Affinity Wealth Management
Delaware
$345K – – –
WA
380
WBH Advisory
Maryland
$342K -$32.2K -288 -8%
MIA
381
Milestone Investment Advisors
Wisconsin
$337K -$559 -5 -0.2%
G
382
GenTrust
Florida
$335K – – –
GA
383
Goldstein Advisors
Wisconsin
$333K -$7.82K -70 -2%
BHIA
384
Birch Hill Investment Advisors
Massachusetts
$332K -$16.2K -145 -5%
RDFA
385
Ritter Daniher Financial Advisory
Ohio
$331K – – –
SIAP
386
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$331K – – –
CAL
387
Capital Analysts LLC
Pennsylvania
$324K +$36.2K +324 +12%
JWBC
388
J.W. Burns & Co
New York
$322K -$13.4K -120 -4%
BCPWM
389
Bradley & Co Private Wealth Management
Florida
$321K +$325K +2,909 New
GVAG
390
Great Valley Advisor Group
Delaware
$321K +$9.38K +84 +3%
JC
391
JB Capital
Connecticut
$319K +$60.6K +542 +23%
JFA
392
JNBA Financial Advisors
Minnesota
$313K +$1.45K +13 +0.5%
SCM
393
Sage Capital Management
New Jersey
$313K – – –
AWM
394
AE Wealth Management
Kansas
$312K -$6.82K -61 -2%
CWM
395
Centurion Wealth Management
Virginia
$312K -$48.7K -436 -13%
CFD
396
Creative Financial Designs
Indiana
$312K -$27.7K -248 -8%
WBCM
397
Wilson & Boucher Capital Management
California
$309K – – –
ZAM
398
Zevin Asset Management
Massachusetts
$308K +$62.7K +561 +25%
AIA
399
Arbor Investment Advisors
North Carolina
$306K +$223 +2 +0.1%
WS
400
Wedbush Securities
California
$302K -$62.7K -561 -17%
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16
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