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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
426
Trilogy Capital
California
$224K +$216K +2,056 New
HPFG
427
Hart & Patterson Financial Group
Massachusetts
$223K -$10.4K -99 -5%
REMPR
428
Roof Eidam Maycock Peralta (REMP)
California
$223K – – –
EDRIA
429
Edmonds Duncan Registered Investment Advisors
Kansas
$222K +$2.41K +23 +1%
RWP
430
Ridgecrest Wealth Partners
California
$222K – – –
SFG
431
Sovereign Financial Group
Connecticut
$222K – – –
SW
432
Simplicity Wealth
New Jersey
$220K -$10.3K -98 -5%
IWS
433
Insight Wealth Strategies
California
$219K +$419 +4 +0.2%
EW
434
Evoke Wealth
California
$218K – – –
BS
435
Banco Santander
Spain
$218K – – –
MIM
436
Marco Investment Management
Georgia
$218K – – –
TFG
437
Tilson Financial Group
New Jersey
$217K +$209K +1,998 New
LWCFA
438
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$213K – – –
GF
439
Gries Financial
Ohio
$211K +$203K +1,940 New
SWM
440
Sugarloaf Wealth Management
Georgia
$211K -$38.8K -370 -16%
BFG
441
Baron Financial Group
New Jersey
$210K -$1.05K -10 -0.5%
DWG
442
Darden Wealth Group
Michigan
$208K +$200K +1,907 New
FCM
443
Firestone Capital Management
Florida
$207K +$200K +1,906 New
DT
444
Diversified Trust
Tennessee
$205K +$197K +1,882 New
CT
445
Clearstead Trust
Maine
$204K – – –
AWM
446
Avior Wealth Management
Nebraska
$203K -$36.8K -351 -16%
ST
447
Smithfield Trust
Pennsylvania
$203K -$13.3K -127 -6%
AWM
448
Axxcess Wealth Management
California
$202K +$195K +1,860 New
TCM
449
Towercrest Capital Management
Pennsylvania
$202K +$194K +1,854 New
CCMI
450
Creative Capital Management Investments
California
$198K – – –
16 17
18
19 20