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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
26
Callan Capital
California
$620K +$618K +20,550 New
LPL Financial
27
LPL Financial
California
$588K +$587K +19,522 New
DBT
28
Dubuque Bank & Trust
Iowa
$559K +$556K +18,510 New
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$559K +$556K +18,510 New
BDF
30
Balasa Dinverno & Foltz
$545K +$543K +18,070 New
SIM
31
Sigma Investment Management
Oregon
$498K +$496K +16,518 New
BSB
32
Bangor Savings Bank
Maine
$491K +$490K +16,290 New
Deutsche Bank
33
Deutsche Bank
Germany
$478K +$477K +15,868 New
BAIA
34
Bel Air Investment Advisors
California
$465K +$463K +15,420 New
PMG
35
ProVise Management Group
Florida
$449K +$447K +14,866 New
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$422K +$421K +14,000 New
HH
37
Hilltop Holdings
Texas
$390K +$389K +12,928 New
AIG
38
American International Group
New York
$349K +$348K +11,574 New
Ameriprise
39
Ameriprise
Minnesota
$336K +$335K +11,134 New
Comerica Bank
40
Comerica Bank
Texas
$330K +$329K +10,960 New
Truist Financial
41
Truist Financial
North Carolina
$325K +$324K +10,778 New
AC
42
Alexandria Capital
Virginia
$318K +$317K +10,536 New
LWI
43
Long Wharf Investors
Massachusetts
$317K +$315K +10,490 New
Chevy Chase Trust
44
Chevy Chase Trust
Maryland
$302K +$301K +10,000 New
HC
45
Highmount Capital
New York
$241K +$240K +8,000 New
TAM
46
Trillium Asset Management
Massachusetts
$237K +$236K +7,862 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$230K +$228K +7,600 New
MFW
48
Meristem Family Wealth
Minnesota
$228K +$227K +7,544 New
SNC
49
Stifel Nicolaus & Co
Missouri
$224K +$223K +7,418 New
CAG
50
Crestwood Advisors Group
Massachusetts
$217K +$216K +7,200 New
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