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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
401
Private Trust Company
Ohio
$58.2K – – –
ATC
402
Adirondack Trust Company
New York
$56.2K – – –
RG
403
Retirement Group
California
$55.3K – – –
IA
404
IFP Advisors
Florida
$48.4K -$72.2K -852 -59%
GWANC
405
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.4K -$2.88K -34 -6%
BBHC
406
Brown Brothers Harriman & Co
New York
$46.6K – – –
BCM
407
Bourgeon Capital Management
Connecticut
$46K +$8.05K +95 +20%
MFT
408
Moisand Fitzgerald Tamayo
Florida
$45.2K -$4.07K -48 -8%
CAS
409
Coppell Advisory Solutions
Texas
$43.5K -$16.8K -198 -25%
BONH
410
Bank of New Hampshire
New Hampshire
$41.5K – – –
BCPWM
411
Bradley & Co Private Wealth Management
Florida
$41.2K – – –
CTA
412
Colonial Trust Advisors
South Carolina
$40.7K – – –
OP
413
ORG Partners
Indiana
$39.2K -$10.8K -127 -21%
MIFH
414
Migdal Insurance & Financial Holdings
Israel
$38K – – –
SSB
415
Sandy Spring Bank
Maryland
$37.4K – – –
CCP
416
Carmel Capital Partners
California
$35.7K – – –
DFA
417
DHJJ Financial Advisors
Illinois
$35.5K +$37K +436 New
BWP
418
Baldwin Wealth Partners
Massachusetts
$32.6K – – –
SSWM
419
Sheets Smith Wealth Management
North Carolina
$32.6K +$33.9K +400 New
QCG
420
Quadrant Capital Group
Ohio
$30.9K +$8.14K +96 +34%
FWP
421
FAS Wealth Partners
Kansas
$30.1K – – –
AIC
422
Archer Investment Corporation
Indiana
$24.7K – – –
DWA
423
Dougherty Wealth Advisers
Minnesota
$24K – – –
PA
424
PSI Advisors
Florida
$23.8K +$3.39K +40 +16%
FFA
425
Fairfield Financial Advisors
Massachusetts
$18.7K – – –
15 16
17
18 19