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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
451
Concord Wealth Partners
Virginia
$302K -$10.4K -76 -3%
GIA
452
Gladstone Institutional Advisory
Florida
$299K +$548 +4 +0.2%
EWM
453
Elmwood Wealth Management
California
$295K – – –
KIA
454
Koenig Investment Advisory
Oregon
$292K +$959 +7 +0.3%
NAC
455
NI Acquisitions Company
Pennsylvania
$291K +$122K +889 New
BBA
456
Braun-Bostich & Associates
Pennsylvania
$291K -$9.18K -67 -3%
JF
457
JSF Financial
California
$290K +$10.8K +79 +4%
RWP
458
Ridgecrest Wealth Partners
California
$290K – – –
OPA
459
Old Port Advisors
Maine
$290K – – –
CFG
460
Compton Financial Group
Maryland
$290K +$8.91K +65 +3%
BS
461
Banco Santander
Spain
$285K – – –
MIM
462
Marco Investment Management
Georgia
$285K – – –
TFG
463
Tilson Financial Group
New Jersey
$284K – – –
CAMV
464
Concord Asset Management (Virginia)
Virginia
$284K -$4.8K -35 -2%
F8IS
465
Figure 8 Investment Strategies
Idaho
$283K – – –
IWS
466
Insight Wealth Strategies
California
$282K +$2.88K +21 +1%
PNFS
467
PW Nova Financial Services
Pennsylvania
$282K +$271K +1,981 New
BFG
468
Buttonwood Financial Group
Missouri
$281K -$9.73K -71 -3%
RWM
469
Ritholtz Wealth Management
New York
$281K +$41.3K +301 +18%
VPW
470
Vericrest Private Wealth
Pennsylvania
$278K – – –
PWMAG
471
Pinnacle Wealth Management Advisory Group
New Jersey
$278K +$26K +190 +11%
VHAM
472
Van Hulzen Asset Management
California
$273K – – –
DWG
473
Darden Wealth Group
Michigan
$272K +$137 +1 +0.1%
ST
474
Smithfield Trust
Pennsylvania
$270K -$3.56K -26 -1%
4FG
475
4Thought Financial Group
New York
$270K -$22.9K -167 -8%
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