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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 -$3.99K -33 -8%
QCG
527
Quadrant Capital Group
Ohio
$47.9K +$45.9K +380 New
LFG
528
Larson Financial Group
Missouri
$47.5K -$5.44K -45 -11%
MWA
529
Medallion Wealth Advisors
Connecticut
$45.1K – – –
EB
530
Eastern Bank
Massachusetts
$44.8K – – –
AAS
531
Ameritas Advisory Services
Nebraska
$42.5K -$10.3M -84,825 -100%
AIC
532
Archer Investment Corporation
Indiana
$38.3K – – –
FLP
533
Financial Life Planners
Arizona
$37.6K +$36.2K +299 New
TWC
534
TD Waterhouse Canada
Ontario, Canada
$37.5K – – –
TRCT
535
Tower Research Capital (TRC)
New York
$35.1K -$1.75M -14,487 -98%
KG
536
Kilter Group
New York
$28.1K +$1.09K +9 +4%
MEG
537
Millstone Evans Group
Colorado
$27.7K – – –
CWM
538
Copia Wealth Management
Oregon
$26.4K – – –
KSB
539
Kennebec Savings Bank
Maine
$23.8K – – –
PWA
540
Physician Wealth Advisors
Utah
$22.8K – – –
HWA
541
Heritage Wealth Advisors
Virginia
$22.7K – – –
CFO
542
CVA Family Office
Colorado
$19.9K – – –
RFP
543
Root Financial Partners
California
$19.6K +$18.9K +156 New
S
544
SignatureFD
Georgia
$19.1K – – –
EWP
545
Elevation Wealth Partners
California
$18.9K – – –
CTC
546
Central Trust Company
Missouri
$18.4K -$2.42K -20 -12%
IA
547
IFP Advisors
Florida
$17.8K -$44.6K -369 -72%
BA
548
Ballast Advisors
Minnesota
$17.3K – – –
CPG
549
Cornerstone Planning Group
New Jersey
$17.1K +$121 +1 +0.8%
EWM
550
Evermay Wealth Management
Virginia
$16.4K – – –
20 21
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