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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
501
FinTrust Capital Advisors
South Carolina
$4.44K +$1.91K +20 +83%
HCP
502
Hexagon Capital Partners
Arkansas
$4.03K – – –
MIM
503
Macroview Investment Management
Maryland
$3.97K – – –
KFS
504
Kelly Financial Services
Massachusetts
$3.77K – – –
MG
505
Mather Group
Illinois
$3.55K +$3.73K +39 New
WIA
506
Wetzel Investment Advisors
Indiana
$3.53K – – –
PPWM
507
PFG Private Wealth Management
Florida
$2.72K – – –
BTI
508
Blue Trust Inc
Georgia
$1.31K – – –
SAG
509
SageView Advisory Group
California
– -$8.03M -84,925 Closed
DIA
510
Dana Investment Advisors
Wisconsin
– -$1.75M -19,188 Closed
WF
511
WoodTrust Financial
Wisconsin
– -$584K -6,410 Closed
GIA
512
Goodwin Investment Advisory
Georgia
– -$406K -4,457 Closed
SPW
513
Sonoma Private Wealth
California
– -$381K -4,180 Closed
AWA
514
Arete Wealth Advisors
Illinois
– -$362K -3,979 Closed
ECA
515
Elevated Capital Advisors
Utah
– -$268K -2,947 Closed
TI
516
Trexquant Investment
Connecticut
– -$244K -2,676 Closed
DT
517
Diversified Trust
Tennessee
– -$231K -2,542 Closed
MSWMA
518
Market Street Wealth Management Advisors
Indiana
– -$215K -2,357 Closed
AC
519
AlphaCore Capital
California
– -$176K -1,928 Closed
PAIM
520
Punch & Associates Investment Management
Minnesota
– -$168K -1,850 Closed
AC
521
Arjuna Capital
North Carolina
– -$160K -1,759 Closed
FWM
522
Focused Wealth Management
New York
– -$96.4K -1,059 Closed
OP
523
ORG Partners
Indiana
– -$59.6K -654 Closed
BCM
524
Bourgeon Capital Management
Connecticut
– -$56.9K -625 Closed
SA
525
Scarborough Advisors
Maryland
– -$47.4K -521 Closed
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