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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
476
1900 Wealth Management
Texas
$209K +$201K +1,663 New
BPW
477
BLVD Private Wealth
Kentucky
$209K +$200K +1,657 New
CAWM
478
Capital Advisors Wealth Management
Washington
$209K +$200K +1,656 New
PMG
479
ProVise Management Group
Florida
$208K +$200K +1,650 New
MPCG
480
Matrix Private Capital Group
New York
$207K – – –
FPW
481
Flagship Private Wealth
Massachusetts
$206K -$33.5K -277 -14%
CSA
482
Cottage Street Advisors
Massachusetts
$206K +$197K +1,632 New
HCM
483
Howland Capital Management
Massachusetts
$205K +$197K +1,630 New
HFA
484
High Falls Advisors
New York
$205K +$197K +1,627 New
JWA
485
JFS Wealth Advisors
Pennsylvania
$203K -$14.8K -122 -7%
MHC
486
May Hill Capital
Massachusetts
$202K -$64.2K -531 -25%
FDCDDQ
487
Federation des caisses Desjardins du Quebec
Quebec, Canada
$195K -$12.1K -100 -6%
CT
488
Clearstead Trust
Maine
$177K – – –
LWA
489
Lowe Wealth Advisors
Maryland
$175K – – –
EPW
490
Evergreen Private Wealth
Colorado
$171K – – –
WIM
491
Westside Investment Management
California
$171K – – –
RA
492
Rise Advisors
New York
$168K +$363 +3 +0.2%
PS
493
Principal Securities
Iowa
$167K -$2.06K -17 -1%
PFBT
494
Parkside Financial Bank & Trust
Missouri
$155K – – –
CT
495
Caldwell Trust
Florida
$151K – – –
TCM
496
TD Capital Management
Tennessee
$149K +$242 +2 +0.2%
HCM
497
Hollencrest Capital Management
California
$147K – – –
PGAM
498
Princeton Global Asset Management
New Jersey
$147K – – –
GRP
499
Global Retirement Partners
California
$145K -$35.8K -296 -20%
AA
500
Ancora Advisors
Ohio
$145K – – –
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