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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
D
426
Dentgroup
Louisiana
– -$484K -6,725 Closed
FIA
427
Foundations Investment Advisors
Arizona
– -$379K -5,185 Closed
MC
428
Miramar Capital
Illinois
– -$372K -5,180 Closed
BA
429
Bridgewater Advisors
New York
– -$359K -4,996 Closed
WB
430
WesBanco Bank
West Virginia
– -$338K -4,707 Closed
WDL
431
Well Done LLC
Michigan
– -$338K -4,703 Closed
EWA
432
EP Wealth Advisors
California
– -$312K -4,334 Closed
FZCM
433
Flynn Zito Capital Management
New York
– -$243K -3,375 Closed
CFS
434
CRA Financial Services
New Jersey
– -$233K -3,234 Closed
PFO
435
Pathstone Family Office
New Jersey
– -$232K -3,233 Closed
AMM
436
American Money Management
California
– -$232K -3,220 Closed
AWM
437
Affinity Wealth Management
Delaware
– -$217K -2,960 Closed
CAN
438
Claraphi Advisory Network
United States
– -$207K -2,879 Closed
WAOTB
439
Wealth Advisors of Tampa Bay
Florida
– -$206K -2,870 Closed
ZAM
440
Zevin Asset Management
Massachusetts
– -$205K -2,850 Closed
PPW
441
Parcion Private Wealth
Washington
– -$207K -2,758 Closed
BAM
442
Belpointe Asset Management
Nevada
– -$102K -1,425 Closed
AW
443
ACG Wealth
Georgia
– -$82K -1,141 Closed
TWA
444
TCI Wealth Advisors
Arizona
– -$36K -502 Closed
PAIM
445
Punch & Associates Investment Management
Minnesota
– -$29K -400 Closed
FMP
446
Financial Management Professionals
Texas
– -$15K -207 Closed
VRM
447
Vectors Research Management
New York
– -$11K -150 Closed
NL
448
NVWM LLC
Pennsylvania
– -$5K -66 Closed
LDFR
449
Lehman & Derafelo Financial Resources
Pennsylvania
– -$4K -55 Closed
JPLA
450
Joseph P. Lucia & Associates
New York
– -$2K -30 Closed
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