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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
401
Credit Suisse
Switzerland
$211K +$200K +2,095 New
EWA
402
Emergent Wealth Advisors
New York
$210K -$51.4K -537 -20%
HR
403
Howe & Rusling
New York
$210K +$287 +3 +0.1%
FPW
404
Flagship Private Wealth
Massachusetts
$210K +$199K +2,084 New
ST
405
Smithfield Trust
Pennsylvania
$209K -$804K -8,402 -80%
UL
406
Unionview LLC
Washington
$207K +$197K +2,056 New
REMPR
407
Roof Eidam Maycock Peralta (REMP)
California
$207K +$196K +2,050 New
SG
408
Somerset Group
Minnesota
$206K +$196K +2,046 New
RWP
409
Ridgecrest Wealth Partners
California
$206K +$195K +2,040 New
SFG
410
Sovereign Financial Group
Connecticut
$206K +$195K +2,040 New
MWM
411
Mission Wealth Management
California
$206K +$195K +2,039 New
GWSG
412
GPS Wealth Strategies Group
Colorado
$205K – – –
SW
413
Simplicity Wealth
New Jersey
$203K +$193K +2,018 New
BBHC
414
Brown Brothers Harriman & Co
New York
$202K +$137K +1,436 +251%
EW
415
Evoke Wealth
California
$202K +$192K +2,005 New
BTWM
416
Baker Tilly Wealth Management
Wisconsin
$202K -$31.9K -334 -14%
BS
417
Banco Santander
Spain
$202K +$191K +2,000 New
MIM
418
Marco Investment Management
Georgia
$202K +$191K +2,000 New
SFG
419
Snider Financial Group
Washington
$201K +$191K +1,995 New
TFG
420
Tilson Financial Group
New Jersey
$201K +$191K +1,998 New
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191K – – –
JWA
422
JFS Wealth Advisors
Pennsylvania
$190K -$14.8K -155 -8%
CT
423
Clearstead Trust
Maine
$189K – – –
WIM
424
Westside Investment Management
California
$186K – – –
CCMI
425
Creative Capital Management Investments
California
$183K – – –
15 16
17
18 19