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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
426
Hollencrest Capital Management
California
$18.1K – – –
HF
427
Halpern Financial
Virginia
$17.9K +$18.7K +220 New
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$17.3K +$18K +212 New
APC
429
Aspire Private Capital
North Carolina
$16.1K -$1.36K -16 -7%
FIA
430
FNY Investment Advisers
New York
$16K +$17K +200 New
GFPC
431
Global Financial Private Client
Florida
$15.6K – – –
DWMG
432
DB Wealth Management Group
California
$13.5K – – –
KFS
433
Kelly Financial Services
Massachusetts
$12.6K -$763 -9 -6%
SCA
434
Stonebridge Capital Advisors
Minnesota
$12.2K – – –
TFA
435
Toth Financial Advisory
Virginia
$11.8K – – –
CTC
436
Central Trust Company
Missouri
$11.7K – – –
BA
437
Ballast Advisors
Minnesota
$11.2K – – –
EWM
438
Evermay Wealth Management
Virginia
$10.6K – – –
EBA
439
Eagle Bay Advisors
New York
$10K – – –
RIA
440
Realta Investment Advisors
Delaware
$8.65K – – –
CPG
441
Cornerstone Planning Group
New Jersey
$4.56K -$4.83K -57 -50%
BC
442
Barrett & Company
Rhode Island
$4.56K – – –
PA
443
Parallel Advisors
California
$4.07K – – –
ADL
444
Asset Dedication LLC
California
$4K – – –
TIM
445
Tortoise Investment Management
New York
$3.66K – – –
HCP
446
Hexagon Capital Partners
Arkansas
$3.26K – – –
MIM
447
Macroview Investment Management
Maryland
$3.17K – – –
BWS
448
Buck Wealth Strategies
Colorado
$3.17K +$3.31K +39 New
PPWM
449
PFG Private Wealth Management
Florida
$2.2K – – –
FCA
450
FinTrust Capital Advisors
South Carolina
$1.95K +$2.04K +24 New
16 17
18
19 20