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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
476
Colonial Trust Advisors
South Carolina
$51.9K – – –
IA
477
IFP Advisors
Florida
$49.4K – – –
PA
478
Parallel Advisors
California
$47.8K – – –
MWA
479
MFA Wealth Advisors
Pennsylvania
$47.8K +$46K +460 New
CP
480
Castleview Partners
Texas
$45.8K +$100 +1 +0.2%
DFA
481
DHJJ Financial Advisors
Illinois
$45.3K – – –
SL
482
Salomon & Ludwin
Virginia
$42.7K -$200K -1,994 -83%
GM
483
GeoWealth Management
Illinois
$42.2K -$309K -3,088 -88%
BWP
484
Baldwin Wealth Partners
Massachusetts
$41.5K – – –
QCG
485
Quadrant Capital Group
Ohio
$39.5K – – –
LJHT
486
Laurie J. Hall Trustee
$36K – – –
AIC
487
Archer Investment Corporation
Indiana
$31.6K – – –
CTC
488
Central Trust Company
Missouri
$30.1K – – –
LFG
489
Larson Financial Group
Missouri
$28.3K +$27.3K +273 New
DWA
490
Dougherty Wealth Advisers
Minnesota
$26.8K -$1.1K -11 -4%
EBA
491
Eagle Bay Advisors
New York
$25.5K +$12.3K +123 +100%
MIFH
492
Migdal Insurance & Financial Holdings
Israel
$24K -$23.5K -235 -50%
HCM
493
Hollencrest Capital Management
California
$23.1K – – –
GLR
494
Great Lakes Retirement
Ohio
$22.6K +$21.8K +218 New
PA
495
PSI Advisors
Florida
$22.4K +$100 +1 +0.5%
GFPC
496
Global Financial Private Client
Florida
$21.6K +$500 +5 +2%
FFA
497
Fairfield Financial Advisors
Massachusetts
$20.8K +$20K +200 New
HWA
498
Heritage Wealth Advisors
Virginia
$18.7K – – –
RA
499
Ransom Advisory
Rhode Island
$17.7K – – –
CFO
500
CVA Family Office
Colorado
$16.4K – – –
18 19
20
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