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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
526
Hantz Financial Services
Michigan
$48K +$44.3K +416 New
DWA
527
Dougherty Wealth Advisers
Minnesota
$46.6K – – –
EWM
528
Evolution Wealth Management
Florida
$43.6K +$39.9K +375 New
MWA
529
Medallion Wealth Advisors
Connecticut
$41.5K – – –
EB
530
Eastern Bank
Massachusetts
$41.4K – – –
WCM
531
WealthTrak Capital Management
Virginia
$37.9K – – –
T
532
Transce3nd
Texas
$35.3K -$10.5K -99 -25%
AIC
533
Archer Investment Corporation
Indiana
$35.3K – – –
TWC
534
TD Waterhouse Canada
Ontario, Canada
$34.3K – – –
BIG
535
Brooklyn Investment Group
New York
$33.9K +$23K +216 +284%
MEG
536
Millstone Evans Group
Colorado
$25.6K +$23.4K +220 New
KG
537
Kilter Group
New York
$24.9K +$22.8K +214 New
CWM
538
Copia Wealth Management
Oregon
$24.4K – – –
KSB
539
Kennebec Savings Bank
Maine
$22K +$2.98K +28 +17%
PWA
540
Physician Wealth Advisors
Utah
$21K -$106 -1 -0.5%
HWA
541
Heritage Wealth Advisors
Virginia
$20.9K – – –
HDIM
542
Hanson & Doremus Investment Management
Vermont
$20K – – –
CTC
543
Central Trust Company
Missouri
$19.3K -$11.5K -108 -39%
CFO
544
CVA Family Office
Colorado
$18.4K – – –
S
545
SignatureFD
Georgia
$17.7K – – –
EWP
546
Elevation Wealth Partners
California
$17.4K – – –
BA
547
Ballast Advisors
Minnesota
$15.9K – – –
CPG
548
Cornerstone Planning Group
New Jersey
$15.7K -$14.6K -137 -51%
EWM
549
Evermay Wealth Management
Virginia
$15.1K – – –
MIFH
550
Migdal Insurance & Financial Holdings
Israel
$15K – – –
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