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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
476
Global Assets Advisory
Florida
$32.2K +$30.6K +320 New
AIC
477
Archer Investment Corporation
Indiana
$30.6K – – –
LWCFA
478
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.3K – – –
CTC
479
Central Trust Company
Missouri
$29.2K +$14K +146 +101%
DWA
480
Dougherty Wealth Advisers
Minnesota
$27.1K -$2.49K -26 -9%
FGAM
481
Financial Gravity Asset Management
Texas
$26.3K – – –
HCM
482
Hollencrest Capital Management
California
$22.4K – – –
PA
483
PSI Advisors
Florida
$21.7K -$9.37K -98 -31%
APC
484
Aspire Private Capital
North Carolina
$21.6K -$1.05K -11 -5%
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$21.4K – – –
GFPC
486
Global Financial Private Client
Florida
$20.5K -$191 -2 -1%
HWA
487
Heritage Wealth Advisors
Virginia
$18.1K – – –
RA
488
Ransom Advisory
Rhode Island
$17.1K +$16.3K +170 New
CFO
489
CVA Family Office
Colorado
$15.9K – – –
EWP
490
Elevation Wealth Partners
California
$15.1K – – –
BA
491
Ballast Advisors
Minnesota
$13.8K – – –
EWM
492
Evermay Wealth Management
Virginia
$13.1K – – –
EBA
493
Eagle Bay Advisors
New York
$12.4K – – –
RIA
494
Realta Investment Advisors
Delaware
$10.5K +$9.95K +104 New
TFA
495
Toth Financial Advisory
Virginia
$8.57K -$5.74K -60 -41%
HDIM
496
Hanson & Doremus Investment Management
Vermont
$6K +$5.26K +55 New
BC
497
Barrett & Company
Rhode Island
$5.64K – – –
SC
498
SouthState Corp
Florida
$5.04K +$4.78K +50 New
ADL
499
Asset Dedication LLC
California
$5K – – –
TIM
500
Tortoise Investment Management
New York
$4.54K – – –
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