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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
476
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K – – –
AWM
477
AllSquare Wealth Management
New York
$205K – – –
BW
478
Basepoint Wealth
Iowa
$205K +$188K +1,761 New
BFA
479
Beacon Financial Advisory
Ohio
$204K +$187K +1,757 New
ST
480
Smithfield Trust
Pennsylvania
$204K – – –
CIAS
481
CFS Investment Advisory Services
New Jersey
$204K +$187K +1,759 New
ACA
482
Atlas Capital Advisors
Wyoming
$204K – – –
AFP
483
Ausdal Financial Partners
Iowa
$202K +$186K +1,743 New
PWMAG
484
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$185K +1,740 New
JWA
485
JFS Wealth Advisors
Pennsylvania
$201K -$12.7K -119 -6%
FDCDDQ
486
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191K – – –
MPCG
487
Matrix Private Capital Group
New York
$191K -$5.33K -50 -3%
GRP
488
Global Retirement Partners
California
$168K +$154K +1,447 New
CT
489
Clearstead Trust
Maine
$163K – – –
LWA
490
Lowe Wealth Advisors
Maryland
$161K – – –
EPW
491
Evergreen Private Wealth
Colorado
$157K – – –
WIM
492
Westside Investment Management
California
$157K – – –
PS
493
Principal Securities
Iowa
$156K -$65.4K -614 -31%
RA
494
Rise Advisors
New York
$155K +$319 +3 +0.2%
MYIA
495
Mount Yale Investment Advisors
Colorado
$149K +$137K +1,282 New
PFBT
496
Parkside Financial Bank & Trust
Missouri
$143K – – –
TPWA
497
Twin Peaks Wealth Advisors
California
$140K +$123K +1,151 New
CT
498
Caldwell Trust
Florida
$139K – – –
TCM
499
TD Capital Management
Tennessee
$137K +$319 +3 +0.3%
HCM
500
Hollencrest Capital Management
California
$136K +$101K +949 +427%
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