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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
451
TritonPoint Wealth
Maryland
$253K – – –
EWM
452
Elmwood Wealth Management
California
$251K – – –
4FG
453
4Thought Financial Group
New York
$250K +$7.42K +58 +3%
BFG
454
Buttonwood Financial Group
Missouri
$248K -$62.9K -492 -19%
KIA
455
Koenig Investment Advisory
Oregon
$248K +$8.82K +69 +3%
RWP
456
Ridgecrest Wealth Partners
California
$247K – – –
OPA
457
Old Port Advisors
Maine
$247K -$9.59K -75 -4%
CAMV
458
Concord Asset Management (Virginia)
Virginia
$246K +$32K +250 +14%
EW
459
Evoke Wealth
California
$243K – – –
HP
460
Holistic Planning
Texas
$243K +$20.2K +158 +9%
BS
461
Banco Santander
Spain
$242K – – –
MIM
462
Marco Investment Management
Georgia
$242K – – –
TFG
463
Tilson Financial Group
New Jersey
$242K – – –
F8IS
464
Figure 8 Investment Strategies
Idaho
$241K -$17.4K -136 -6%
CFG
465
Compton Financial Group
Maryland
$239K – – –
IWS
466
Insight Wealth Strategies
California
$238K +$1.66K +13 +0.7%
JF
467
JSF Financial
California
$238K +$10.6K +83 +4%
VPW
468
Vericrest Private Wealth
Pennsylvania
$237K – – –
SHWM
469
Smith & Howard Wealth Management
Georgia
$236K -$4.35K -34 -2%
VHAM
470
Van Hulzen Asset Management
California
$232K -$13K -102 -5%
ST
471
Smithfield Trust
Pennsylvania
$232K +$114K +895 +87%
DWG
472
Darden Wealth Group
Michigan
$231K – – –
TAP
473
TSG Advice Partners
Ohio
$229K +$16.4K +128 +7%
GSEP
474
Golden State Equity Partners
California
$229K -$19.1K -149 -7%
CPW
475
Cove Private Wealth
New York
$226K – – –
17 18
19
20 21