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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
376
Hilltop Wealth Advisors
North Carolina
$335K – – –
TPA
377
Trivium Point Advisory
Connecticut
$335K – – –
JWCA
378
J.W. Cole Advisors
Florida
$331K +$353K +3,236 New
FFA
379
First Foundation Advisors
California
$331K – – –
BFG
380
Beacon Financial Group
Texas
$329K +$218 +2 +0.1%
YP
381
YANKCOM Partnership
South Dakota
$328K -$194K -1,780 -36%
LRIA
382
Leonard Rickey Investment Advisors
Washington
$328K +$2.4K +22 +0.7%
CAL
383
Capital Analysts LLC
Pennsylvania
$325K +$25.9K +237 +8%
OPW
384
Oxler Private Wealth
New York
$325K +$873 +8 +0.3%
SFMG
385
Sage Financial Management Group
Virginia
$324K -$108K -990 -24%
AWM
386
Affinity Wealth Management
Delaware
$321K – – –
GWP
387
Gen-Wealth Partners
Michigan
$313K -$13.1K -120 -4%
MIA
388
Milestone Investment Advisors
Wisconsin
$313K -$218 -2 -0.1%
GA
389
Goldstein Advisors
Wisconsin
$313K +$3.6K +33 +1%
CWM
390
Centurion Wealth Management
Virginia
$312K – – –
G
391
GenTrust
Florida
$311K – – –
FIM
392
Freedom Investment Management
Connecticut
$310K +$129K +1,186 +64%
CIA
393
Concurrent Investment Advisors
Florida
$307K +$62.4K +572 +24%
RDFA
394
Ritter Daniher Financial Advisory
Ohio
$307K – – –
SIAP
395
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$307K – – –
AA
396
Armis Advisers
Georgia
$301K -$35.8K -328 -10%
BCPWM
397
Bradley & Co Private Wealth Management
Florida
$295K -$3.06K -28 -1%
JC
398
JB Capital
Connecticut
$291K -$5.35K -49 -2%
WI
399
WrapManager Inc
California
$291K +$310K +2,838 New
SCM
400
Sage Capital Management
New Jersey
$290K – – –
14 15
16
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