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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
401
Armis Advisers
Georgia
$406K +$822 +6 +0.2%
GWP
402
Gen-Wealth Partners
Michigan
$405K +$36.9K +269 +10%
SCM
403
Sage Capital Management
New Jersey
$404K – – –
JWCA
404
J.W. Cole Advisors
Florida
$403K +$388K +2,832 New
PFGIA
405
Patriot Financial Group Insurance Agency
Massachusetts
$401K -$591K -4,312 -60%
WBCM
406
Wilson & Boucher Capital Management
California
$399K – – –
AIA
407
Arbor Investment Advisors
North Carolina
$396K +$137 +1 +0%
ACA
408
AllStreet Capital Advisors
California
$394K – – –
GVAG
409
Great Valley Advisor Group
Delaware
$393K -$5.34K -39 -1%
FCG
410
Fielder Capital Group
Tennessee
$393K – – –
OPW
411
Oxler Private Wealth
New York
$384K -$69.8K -509 -16%
ONB
412
Old National Bancorp
Indiana
$384K +$66.7K +487 +22%
AWM
413
Avior Wealth Management
Nebraska
$381K -$1.1K -8 -0.3%
WMA
414
Wealth Management Associates
New Jersey
$375K – – –
SPAS
415
Spectrum Planning & Advisory Services
California
$375K -$88.7K -647 -20%
SG
416
Somerset Group
Minnesota
$374K – – –
GA
417
Goldstein Advisors
Wisconsin
$372K -$35.6K -260 -9%
JC
418
JB Capital
Connecticut
$369K +$4.11K +30 +1%
B
419
Bedminster
South Carolina
$366K – – –
KP
420
Keel Point
Alabama
$365K – – –
SVWAG
421
Sound View Wealth Advisors Group
Georgia
$365K -$16K -117 -4%
GWMR
422
GC Wealth Management RIA
Massachusetts
$363K -$22.9K -167 -6%
TCIIS
423
TIAA-CREF Individual & Institutional Services
New York
$362K -$22.6K -165 -6%
UWM
424
Urban Wealth Management
California
$358K -$14.4K -105 -4%
AF
425
ASL Financial
California
$356K – – –
15 16
17
18 19