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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
401
Colonial Trust Advisors
South Carolina
$39K – – –
MIFH
402
Migdal Insurance & Financial Holdings
Israel
$37K – – –
SSB
403
Sandy Spring Bank
Maryland
$35.9K – – –
CCP
404
Carmel Capital Partners
California
$34.2K +$33.1K +438 New
BWP
405
Baldwin Wealth Partners
Massachusetts
$31.2K – – –
TWC
406
TD Waterhouse Canada
Ontario, Canada
$23.1K – – –
DWA
407
Dougherty Wealth Advisers
Minnesota
$23K +$1.59K +21 +8%
CWA
408
Clearview Wealth Advisors
Oregon
$21.4K -$453 -6 -2%
PA
409
PSI Advisors
Florida
$19.7K – – –
FFA
410
Fairfield Financial Advisors
Massachusetts
$17.7K – – –
HCM
411
Hollencrest Capital Management
California
$17.3K – – –
APC
412
Aspire Private Capital
North Carolina
$16.5K -$2.27K -30 -12%
GFPC
413
Global Financial Private Client
Florida
$15.8K – – –
DWMG
414
DB Wealth Management Group
California
$12.9K -$2.87K -38 -19%
KFS
415
Kelly Financial Services
Massachusetts
$12.7K +$453 +6 +4%
CFO
416
CVA Family Office
Colorado
$12.3K – – –
BWA
417
BDO Wealth Advisors
Florida
$11.4K -$84.2K -1,115 -88%
CTC
418
Central Trust Company
Missouri
$11.2K – – –
BA
419
Ballast Advisors
Minnesota
$10.7K – – –
EWM
420
Evermay Wealth Management
Virginia
$10.1K – – –
ADL
421
Asset Dedication LLC
California
$10K +$1.89K +25 +27%
EBA
422
Eagle Bay Advisors
New York
$9.59K – – –
LWCFA
423
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.42K +$8.16K +108 New
CYG
424
Clean Yield Group
Vermont
$7.8K +$7.55K +100 New
NHT
425
New Hampshire Trust
New Hampshire
$7.17K – – –
15 16
17
18 19