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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
401
Ascent Group
Virginia
$348K -$45.6K -357 -11%
SCM
402
Sage Capital Management
New Jersey
$344K – – –
GVAG
403
Great Valley Advisor Group
Delaware
$340K +$6.78K +53 +2%
WBCM
404
Wilson & Boucher Capital Management
California
$339K – – –
AIA
405
Arbor Investment Advisors
North Carolina
$337K +$128 +1 +0%
ACA
406
AllStreet Capital Advisors
California
$335K – – –
BW
407
BIP Wealth
Georgia
$335K -$550K -4,300 -61%
FCG
408
Fielder Capital Group
Tennessee
$334K – – –
BFA
409
Beacon Financial Advisory
Ohio
$331K +$2.56K +20 +0.7%
GWMR
410
GC Wealth Management RIA
Massachusetts
$329K +$39.3K +307 +13%
TCIIS
411
TIAA-CREF Individual & Institutional Services
New York
$328K +$346K +2,709 New
AWM
412
Avior Wealth Management
Nebraska
$325K +$94.2K +737 +38%
SVWAG
413
Sound View Wealth Advisors Group
Georgia
$325K -$1.92K -15 -0.6%
WMA
414
Wealth Management Associates
New Jersey
$319K – – –
UWM
415
Urban Wealth Management
California
$317K -$17.6K -138 -5%
JSW
416
Journey Strategic Wealth
New Jersey
$316K -$4.99K -39 -1%
GWP
417
Gen-Wealth Partners
Michigan
$312K -$26.8K -210 -8%
B
418
Bedminster
South Carolina
$311K – – –
KP
419
Keel Point
Alabama
$311K – – –
JC
420
JB Capital
Connecticut
$310K -$56K -438 -15%
VT
421
Vise Technologies
New York
$308K – – –
AF
422
ASL Financial
California
$303K – – –
JIC
423
Johnson Investment Counsel
Ohio
$303K – – –
RDFA
424
Ritter Daniher Financial Advisory
Ohio
$303K – – –
LWCFA
425
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$303K – – –
15 16
17
18 19