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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
376
Gen-Wealth Partners
Michigan
$350K -$82.6K -739 -19%
OPW
377
Oxler Private Wealth
New York
$349K +$1.12K +10 +0.3%
AWM
378
Affinity Wealth Management
Delaware
$345K – – –
WA
379
WBH Advisory
Maryland
$342K -$32.2K -288 -8%
MIA
380
Milestone Investment Advisors
Wisconsin
$337K -$559 -5 -0.2%
G
381
GenTrust
Florida
$335K – – –
GA
382
Goldstein Advisors
Wisconsin
$333K -$7.82K -70 -2%
BHIA
383
Birch Hill Investment Advisors
Massachusetts
$332K -$16.2K -145 -5%
RDFA
384
Ritter Daniher Financial Advisory
Ohio
$331K – – –
SIAP
385
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$331K – – –
CAL
386
Capital Analysts LLC
Pennsylvania
$324K +$36.2K +324 +12%
JWBC
387
J.W. Burns & Co
New York
$322K -$13.4K -120 -4%
BCPWM
388
Bradley & Co Private Wealth Management
Florida
$321K +$325K +2,909 New
GVAG
389
Great Valley Advisor Group
Delaware
$321K +$9.38K +84 +3%
JC
390
JB Capital
Connecticut
$319K +$60.6K +542 +23%
JFA
391
JNBA Financial Advisors
Minnesota
$313K +$1.45K +13 +0.5%
SCM
392
Sage Capital Management
New Jersey
$313K – – –
AWM
393
AE Wealth Management
Kansas
$312K -$6.82K -61 -2%
CWM
394
Centurion Wealth Management
Virginia
$312K -$48.7K -436 -13%
CFD
395
Creative Financial Designs
Indiana
$312K -$27.7K -248 -8%
WBCM
396
Wilson & Boucher Capital Management
California
$309K – – –
ZAM
397
Zevin Asset Management
Massachusetts
$308K +$62.7K +561 +25%
AIA
398
Arbor Investment Advisors
North Carolina
$306K +$223 +2 +0.1%
WS
399
Wedbush Securities
California
$302K -$62.7K -561 -17%
MAG
400
MRA Advisory Group
New Jersey
$295K +$15.3K +137 +5%
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