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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
451
Scarborough Advisors
Maryland
$47.4K +$44.2K +521 New
BONH
452
Bank of New Hampshire
New Hampshire
$46.4K – – –
BCPWM
453
Bradley & Co Private Wealth Management
Florida
$46.1K – – –
CTA
454
Colonial Trust Advisors
South Carolina
$45.5K – – –
MIFH
455
Migdal Insurance & Financial Holdings
Israel
$43K – – –
FWP
456
FAS Wealth Partners
Kansas
$41K +$6.79K +80 +22%
CP
457
Castleview Partners
Texas
$40K +$37.2K +439 New
DFA
458
DHJJ Financial Advisors
Illinois
$39.7K – – –
RG
459
Retirement Group
California
$36.8K -$23.3K -275 -41%
BWP
460
Baldwin Wealth Partners
Massachusetts
$36.4K – – –
QCG
461
Quadrant Capital Group
Ohio
$34.6K – – –
TRCT
462
Tower Research Capital (TRC)
New York
$32.6K -$127K -1,500 -81%
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.5K +$27K +318 New
PA
464
PSI Advisors
Florida
$28.5K +$1.78K +21 +7%
AIC
465
Archer Investment Corporation
Indiana
$27.7K – – –
DWA
466
Dougherty Wealth Advisers
Minnesota
$26.9K – – –
MSWM
467
McGlone Suttner Wealth Management
Wisconsin
$24.2K +$22.6K +266 New
ODG
468
O'Dell Group
Ohio
$21.9K +$20.4K +241 New
APC
469
Aspire Private Capital
North Carolina
$20.5K +$2.29K +27 +14%
HCM
470
Hollencrest Capital Management
California
$20.2K – – –
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$19.3K – – –
GFPC
472
Global Financial Private Client
Florida
$18.7K +$1.19K +14 +7%
FFA
473
Fairfield Financial Advisors
Massachusetts
$18.2K -$2.54K -30 -13%
HWA
474
Heritage Wealth Advisors
Virginia
$16.4K +$15.3K +180 New
DWMG
475
DB Wealth Management Group
California
$15.1K – – –
17 18
19
20 21