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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
451
Realta Investment Advisors
Delaware
$8.65K +$8.19K +103 New
BC
452
Barrett & Company
Rhode Island
$4.71K – – –
CYG
453
Clean Yield Group
Vermont
$4.21K -$3.97K -50 -50%
PA
454
Parallel Advisors
California
$4.21K – – –
ADL
455
Asset Dedication LLC
California
$4K -$5.88K -74 -62%
TIM
456
Tortoise Investment Management
New York
$3.79K – – –
HCP
457
Hexagon Capital Partners
Arkansas
$3.37K – – –
MIM
458
Macroview Investment Management
Maryland
$3.28K – – –
PPWM
459
PFG Private Wealth Management
Florida
$2.27K – – –
BTI
460
Blue Trust Inc
Georgia
$1K – – –
HBW
461
Hazlett, Burt & Watson
West Virginia
$1K +$1.11K +14 New
FGAM
462
Financial Gravity Asset Management
Texas
$146 – – –
AAS
463
Ameritas Advisory Services
Nebraska
– -$10.7M -137,507 Closed
HF
464
HRT Financial
New York
– -$2.55M -32,654 Closed
MM
465
Main Management
California
– -$1.73M -22,205 Closed
1WM
466
1900 Wealth Management
Texas
– -$938K -12,910 Closed
NFP
467
NorthLanding Financial Partners
New York
– -$945K -12,123 Closed
BPA
468
Beacon Pointe Advisors
California
– -$927K -11,881 Closed
MOS
469
MGO One Seven
Ohio
– -$816K -10,464 Closed
AWP
470
Abacus Wealth Partners
California
– -$360K -4,628 Closed
CW
471
CreativeOne Wealth
Kansas
– -$358K -4,595 Closed
SFMG
472
Sage Financial Management Group
Virginia
– -$245K -3,147 Closed
FA
473
Flagstar Advisors
New York
– -$232K -2,969 Closed
BAM
474
Belpointe Asset Management
Nevada
– -$79.9K -1,025 Closed
PMFA
475
Plante Moran Financial Advisors
Michigan
– -$48.2K -618 Closed
16 17 18
19
20