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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
526
Quadrant Capital Group
Ohio
$47.9K +$45.9K +380 New
LFG
527
Larson Financial Group
Missouri
$47.5K -$5.44K -45 -11%
MWA
528
Medallion Wealth Advisors
Connecticut
$45.1K – – –
EB
529
Eastern Bank
Massachusetts
$44.8K – – –
AAS
530
Ameritas Advisory Services
Nebraska
$42.5K -$10.3M -84,825 -100%
AIC
531
Archer Investment Corporation
Indiana
$38.3K – – –
FLP
532
Financial Life Planners
Arizona
$37.6K +$36.2K +299 New
TWC
533
TD Waterhouse Canada
Ontario, Canada
$37.5K – – –
TRCT
534
Tower Research Capital (TRC)
New York
$35.1K -$1.75M -14,487 -98%
KG
535
Kilter Group
New York
$28.1K +$1.09K +9 +4%
MEG
536
Millstone Evans Group
Colorado
$27.7K – – –
CWM
537
Copia Wealth Management
Oregon
$26.4K – – –
KSB
538
Kennebec Savings Bank
Maine
$23.8K – – –
PWA
539
Physician Wealth Advisors
Utah
$22.8K – – –
HWA
540
Heritage Wealth Advisors
Virginia
$22.7K – – –
CFO
541
CVA Family Office
Colorado
$19.9K – – –
RFP
542
Root Financial Partners
California
$19.6K +$18.9K +156 New
S
543
SignatureFD
Georgia
$19.1K – – –
EWP
544
Elevation Wealth Partners
California
$18.9K – – –
CTC
545
Central Trust Company
Missouri
$18.4K -$2.42K -20 -12%
IA
546
IFP Advisors
Florida
$17.8K -$44.6K -369 -72%
BA
547
Ballast Advisors
Minnesota
$17.3K – – –
CPG
548
Cornerstone Planning Group
New Jersey
$17.1K +$121 +1 +0.8%
EWM
549
Evermay Wealth Management
Virginia
$16.4K – – –
MIFH
550
Migdal Insurance & Financial Holdings
Israel
$16K – – –
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