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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
526
Asset Dedication LLC
California
$48.4K -$71.1K -668 -62%
HFS
527
Hantz Financial Services
Michigan
$48K +$44.3K +416 New
DWA
528
Dougherty Wealth Advisers
Minnesota
$46.6K – – –
EWM
529
Evolution Wealth Management
Florida
$43.6K +$39.9K +375 New
MWA
530
Medallion Wealth Advisors
Connecticut
$41.5K – – –
EB
531
Eastern Bank
Massachusetts
$41.4K – – –
WCM
532
WealthTrak Capital Management
Virginia
$37.9K – – –
T
533
Transce3nd
Texas
$35.3K -$10.5K -99 -25%
AIC
534
Archer Investment Corporation
Indiana
$35.3K – – –
TWC
535
TD Waterhouse Canada
Ontario, Canada
$34.3K – – –
BIG
536
Brooklyn Investment Group
New York
$33.9K +$23K +216 +284%
MEG
537
Millstone Evans Group
Colorado
$25.6K +$23.4K +220 New
KG
538
Kilter Group
New York
$24.9K +$22.8K +214 New
CWM
539
Copia Wealth Management
Oregon
$24.4K – – –
KSB
540
Kennebec Savings Bank
Maine
$22K +$2.98K +28 +17%
PWA
541
Physician Wealth Advisors
Utah
$21K -$106 -1 -0.5%
HWA
542
Heritage Wealth Advisors
Virginia
$20.9K – – –
HDIM
543
Hanson & Doremus Investment Management
Vermont
$20K – – –
CTC
544
Central Trust Company
Missouri
$19.3K -$11.5K -108 -39%
CFO
545
CVA Family Office
Colorado
$18.4K – – –
S
546
SignatureFD
Georgia
$17.7K – – –
EWP
547
Elevation Wealth Partners
California
$17.4K – – –
BA
548
Ballast Advisors
Minnesota
$15.9K – – –
CPG
549
Cornerstone Planning Group
New Jersey
$15.7K -$14.6K -137 -51%
EWM
550
Evermay Wealth Management
Virginia
$15.1K – – –
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