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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
451
Braun-Bostich & Associates
Pennsylvania
$256K -$21.4K -167 -7%
GIA
452
Gladstone Institutional Advisory
Florida
$254K +$511 +4 +0.2%
TW
453
TritonPoint Wealth
Maryland
$253K – – –
EWM
454
Elmwood Wealth Management
California
$251K – – –
4FG
455
4Thought Financial Group
New York
$250K +$7.42K +58 +3%
BFG
456
Buttonwood Financial Group
Missouri
$248K -$62.9K -492 -19%
KIA
457
Koenig Investment Advisory
Oregon
$248K +$8.82K +69 +3%
RWP
458
Ridgecrest Wealth Partners
California
$247K – – –
OPA
459
Old Port Advisors
Maine
$247K -$9.59K -75 -4%
CAMV
460
Concord Asset Management (Virginia)
Virginia
$246K +$32K +250 +14%
EW
461
Evoke Wealth
California
$243K – – –
HP
462
Holistic Planning
Texas
$243K +$20.2K +158 +9%
BS
463
Banco Santander
Spain
$242K – – –
MIM
464
Marco Investment Management
Georgia
$242K – – –
TFG
465
Tilson Financial Group
New Jersey
$242K – – –
F8IS
466
Figure 8 Investment Strategies
Idaho
$241K -$17.4K -136 -6%
CFG
467
Compton Financial Group
Maryland
$239K – – –
IWS
468
Insight Wealth Strategies
California
$238K +$1.66K +13 +0.7%
JF
469
JSF Financial
California
$238K +$10.6K +83 +4%
VPW
470
Vericrest Private Wealth
Pennsylvania
$237K – – –
SHWM
471
Smith & Howard Wealth Management
Georgia
$236K -$4.35K -34 -2%
VHAM
472
Van Hulzen Asset Management
California
$232K -$13K -102 -5%
ST
473
Smithfield Trust
Pennsylvania
$232K +$114K +895 +87%
DWG
474
Darden Wealth Group
Michigan
$231K – – –
TAP
475
TSG Advice Partners
Ohio
$229K +$16.4K +128 +7%
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