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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
401
LGT Financial Advisors
Texas
$62.5K -$13.9K -164 -18%
PTC
402
Private Trust Company
Ohio
$58.2K – – –
ATC
403
Adirondack Trust Company
New York
$56.2K – – –
RG
404
Retirement Group
California
$55.3K – – –
IA
405
IFP Advisors
Florida
$48.4K -$72.2K -852 -59%
GWANC
406
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.4K -$2.88K -34 -6%
BBHC
407
Brown Brothers Harriman & Co
New York
$46.6K – – –
BCM
408
Bourgeon Capital Management
Connecticut
$46K +$8.05K +95 +20%
MFT
409
Moisand Fitzgerald Tamayo
Florida
$45.2K -$4.07K -48 -8%
CAS
410
Coppell Advisory Solutions
Texas
$43.5K -$16.8K -198 -25%
BONH
411
Bank of New Hampshire
New Hampshire
$41.5K – – –
BCPWM
412
Bradley & Co Private Wealth Management
Florida
$41.2K – – –
CTA
413
Colonial Trust Advisors
South Carolina
$40.7K – – –
OP
414
ORG Partners
Indiana
$39.2K -$10.8K -127 -21%
MIFH
415
Migdal Insurance & Financial Holdings
Israel
$38K – – –
SSB
416
Sandy Spring Bank
Maryland
$37.4K – – –
CCP
417
Carmel Capital Partners
California
$35.7K – – –
DFA
418
DHJJ Financial Advisors
Illinois
$35.5K +$37K +436 New
BWP
419
Baldwin Wealth Partners
Massachusetts
$32.6K – – –
SSWM
420
Sheets Smith Wealth Management
North Carolina
$32.6K +$33.9K +400 New
QCG
421
Quadrant Capital Group
Ohio
$30.9K +$8.14K +96 +34%
FWP
422
FAS Wealth Partners
Kansas
$30.1K – – –
AIC
423
Archer Investment Corporation
Indiana
$24.7K – – –
DWA
424
Dougherty Wealth Advisers
Minnesota
$24K – – –
PA
425
PSI Advisors
Florida
$23.8K +$3.39K +40 +16%
15 16
17
18 19