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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
MHC
376
May Hill Capital
Massachusetts
$387K – – –
CRC
377
Curi RMB Capital
Illinois
$384K +$144K +1,128 +55%
MAG
378
MRA Advisory Group
New Jersey
$379K +$5.24K +41 +1%
SG
379
StoneX Group
New York
$378K +$194K +1,520 +95%
AF
380
Advisornet Financial
Minnesota
$373K -$257K -2,007 -39%
WA
381
WBH Advisory
Maryland
$371K -$36.4K -285 -9%
SW
382
SVB Wealth
Massachusetts
$369K -$144K -1,128 -27%
G
383
GenTrust
Florida
$368K – – –
MWA
384
Midland Wealth Advisors
Illinois
$367K -$7.93K -62 -2%
BZWA
385
Blue Zone Wealth Advisors
California
$367K – – –
SFG
386
Sovereign Financial Group
Connecticut
$366K -$15.7K -123 -4%
SIAP
387
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$364K – – –
MWM
388
Mission Wealth Management
California
$359K -$21.7K -170 -5%
EFG
389
Erickson Financial Group
Pennsylvania
$356K +$1.02K +8 +0.3%
USCWA
390
U.S. Capital Wealth Advisors
Texas
$356K -$38.1K -298 -9%
MW
391
Maia Wealth
Colorado
$355K -$149K -1,162 -28%
TC
392
Trilogy Capital
California
$354K +$21.7K +170 +6%
TW
393
Traveka Wealth
California
$354K -$28K -219 -7%
CWS
394
Cypress Wealth Services
California
$353K +$41.8K +327 +13%
SG
395
Somerset Group
Minnesota
$349K +$10.6K +83 +3%
GA
396
Goldstein Advisors
Wisconsin
$348K -$11.8K -92 -3%
BCPWM
397
Bradley & Co Private Wealth Management
Florida
$348K – – –
CWM
398
Centurion Wealth Management
Virginia
$348K +$8.69K +68 +2%
AG
399
Ascent Group
Virginia
$348K -$45.6K -357 -11%
SCM
400
Sage Capital Management
New Jersey
$344K – – –
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16
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