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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
426
Barrett & Company
Rhode Island
$4.37K – – –
FCA
427
Fortis Capital Advisors
Kansas
$4.37K – – –
PA
428
Parallel Advisors
California
$3.9K -$11.5K -152 -75%
TIM
429
Tortoise Investment Management
New York
$3.51K -$3.93K -52 -54%
HCP
430
Hexagon Capital Partners
Arkansas
$3.12K – – –
MIM
431
Macroview Investment Management
Maryland
$3.04K – – –
FA
432
Faithward Advisors
Pennsylvania
$2.8K +$2.72K +36 New
NFSG
433
Newbridge Financial Services Group
Florida
$2.68K – – –
PPWM
434
PFG Private Wealth Management
Florida
$2.11K – – –
BTI
435
Blue Trust Inc
Georgia
$1K – – –
MHR
436
Matthew Hamilton Rosenberg
$156 – – –
FGAM
437
Financial Gravity Asset Management
Texas
$136 +$131K +1,735 New
PG
438
Prostatis Group
Maryland
– -$4.39M -61,113 Closed
LGWM
439
Litman Gregory Wealth Management
California
– -$3.17M -44,220 Closed
DIA
440
Dana Investment Advisors
Wisconsin
– -$1.33M -18,571 Closed
FFG
441
Frisch Financial Group
New York
– -$409K -5,695 Closed
MA
442
Mutual Advisors
Nebraska
– -$398K -5,540 Closed
LFA
443
LGT Financial Advisors
Texas
– -$305K -4,250 Closed
TCA
444
Transcend Capital Advisors
New Jersey
– -$288K -4,005 Closed
BS
445
Banco Santander
Spain
– -$287K -4,000 Closed
DC
446
DeDora Capital
California
– -$266K -3,700 Closed
NHFG
447
New Harbor Financial Group
Massachusetts
– -$261K -3,641 Closed
GWA
448
GGM Wealth Advisors
Maryland
– -$235K -3,233 Closed
MCC
449
Money Concepts Capital
Florida
– -$226K -3,146 Closed
BFM
450
Boston Financial Management
Massachusetts
– -$221K -3,072 Closed
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