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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
YP
376
YANKCOM Partnership
South Dakota
$388K – – –
AAP
377
Arax Advisory Partners
Colorado
$388K -$61.6K -482 -13%
MHC
378
May Hill Capital
Massachusetts
$387K – – –
CRC
379
Curi RMB Capital
Illinois
$384K +$144K +1,128 +55%
MAG
380
MRA Advisory Group
New Jersey
$379K +$5.24K +41 +1%
SG
381
StoneX Group
New York
$378K +$194K +1,520 +95%
AF
382
Advisornet Financial
Minnesota
$373K -$257K -2,007 -39%
WA
383
WBH Advisory
Maryland
$371K -$36.4K -285 -9%
SW
384
SVB Wealth
Massachusetts
$369K -$144K -1,128 -27%
G
385
GenTrust
Florida
$368K – – –
MWA
386
Midland Wealth Advisors
Illinois
$367K -$7.93K -62 -2%
BZWA
387
Blue Zone Wealth Advisors
California
$367K – – –
SFG
388
Sovereign Financial Group
Connecticut
$366K -$15.7K -123 -4%
SIAP
389
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$364K – – –
MWM
390
Mission Wealth Management
California
$359K -$21.7K -170 -5%
EFG
391
Erickson Financial Group
Pennsylvania
$356K +$1.02K +8 +0.3%
USCWA
392
U.S. Capital Wealth Advisors
Texas
$356K -$38.1K -298 -9%
MW
393
Maia Wealth
Colorado
$355K -$149K -1,162 -28%
TC
394
Trilogy Capital
California
$354K +$21.7K +170 +6%
TW
395
Traveka Wealth
California
$354K -$28K -219 -7%
CWS
396
Cypress Wealth Services
California
$353K +$41.8K +327 +13%
SG
397
Somerset Group
Minnesota
$349K +$10.6K +83 +3%
GA
398
Goldstein Advisors
Wisconsin
$348K -$11.8K -92 -3%
BCPWM
399
Bradley & Co Private Wealth Management
Florida
$348K – – –
CWM
400
Centurion Wealth Management
Virginia
$348K +$8.69K +68 +2%
14 15
16
17 18