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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
401
Goldstein Advisors
Wisconsin
$382K -$2.43K -19 -0.6%
CWM
402
Contango Wealth Management
California
$380K +$377K +2,950 New
EFG
403
Erickson Financial Group
Pennsylvania
$378K +$51K +399 +16%
BCPWM
404
Bradley & Co Private Wealth Management
Florida
$370K – – –
SAM
405
Smartleaf Asset Management
Massachusetts
$368K +$54.7K +428 +18%
SCM
406
Sage Capital Management
New Jersey
$365K – – –
CWM
407
Centurion Wealth Management
Virginia
$361K +$7.79K +61 +2%
WBCM
408
Wilson & Boucher Capital Management
California
$361K – – –
GWP
409
Gen-Wealth Partners
Michigan
$359K -$30.4K -238 -8%
PSCM
410
Per Stirling Capital Management
Texas
$358K -$48.8K -382 -12%
AIA
411
Arbor Investment Advisors
North Carolina
$358K +$255 +2 +0.1%
TPA
412
Trivium Point Advisory
Connecticut
$357K – – –
ACA
413
AllStreet Capital Advisors
California
$356K +$353K +2,766 New
FCG
414
Fielder Capital Group
Tennessee
$355K – – –
UWM
415
Urban Wealth Management
California
$355K +$352K +2,757 New
TC
416
Trilogy Capital
California
$355K -$7.15K -56 -2%
GVAG
417
Great Valley Advisor Group
Delaware
$354K -$6.64K -52 -2%
BFA
418
Beacon Financial Advisory
Ohio
$350K +$121K +944 +53%
SVWAG
419
Sound View Wealth Advisors Group
Georgia
$347K – – –
AA
420
Armis Advisers
Georgia
$345K +$364K +2,846 New
JSW
421
Journey Strategic Wealth
New Jersey
$341K -$45.7K -358 -12%
WMA
422
Wealth Management Associates
New Jersey
$339K +$336K +2,634 New
RIS
423
Richmond Investment Services
Wisconsin
$339K +$15.1K +118 +5%
BFG
424
Buttonwood Financial Group
Missouri
$333K -$241K -1,888 -43%
CWS
425
Cypress Wealth Services
California
$333K -$6.64K -52 -2%
15 16
17
18 19