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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
451
Weaver Consulting Group
California
$308K – – –
SFG
452
Snider Financial Group
Washington
$307K – – –
HR
453
Howe & Rusling
New York
$303K +$274 +2 +0.1%
CWP
454
Concord Wealth Partners
Virginia
$302K -$10.4K -76 -3%
GIA
455
Gladstone Institutional Advisory
Florida
$299K +$548 +4 +0.2%
EWM
456
Elmwood Wealth Management
California
$295K – – –
BFA
457
Brown Financial Advisors
Ohio
$293K -$40.7K -297 -13%
KIA
458
Koenig Investment Advisory
Oregon
$292K +$959 +7 +0.3%
NAC
459
NI Acquisitions Company
Pennsylvania
$291K +$122K +889 New
BBA
460
Braun-Bostich & Associates
Pennsylvania
$291K -$9.18K -67 -3%
JF
461
JSF Financial
California
$290K +$10.8K +79 +4%
RWP
462
Ridgecrest Wealth Partners
California
$290K – – –
OPA
463
Old Port Advisors
Maine
$290K – – –
CFG
464
Compton Financial Group
Maryland
$290K +$8.91K +65 +3%
BS
465
Banco Santander
Spain
$285K – – –
MIM
466
Marco Investment Management
Georgia
$285K – – –
TFG
467
Tilson Financial Group
New Jersey
$284K – – –
CAMV
468
Concord Asset Management (Virginia)
Virginia
$284K -$4.8K -35 -2%
F8IS
469
Figure 8 Investment Strategies
Idaho
$283K – – –
IWS
470
Insight Wealth Strategies
California
$282K +$2.88K +21 +1%
PNFS
471
PW Nova Financial Services
Pennsylvania
$282K +$271K +1,981 New
BFG
472
Buttonwood Financial Group
Missouri
$281K -$9.73K -71 -3%
RWM
473
Ritholtz Wealth Management
New York
$281K +$41.3K +301 +18%
VPW
474
Vericrest Private Wealth
Pennsylvania
$278K – – –
PWMAG
475
Pinnacle Wealth Management Advisory Group
New Jersey
$278K +$26K +190 +11%
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19
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