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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
576
EPG Wealth Management
Georgia
– -$110K -1,000 Closed
FA
577
Fedenia Advisers
Wisconsin
– -$98.9K -897 Closed
CP
578
Castleview Partners
Texas
– -$48.7K -443 Closed
OP
579
ORG Partners
Indiana
– -$47.7K -433 Closed
SAM
580
Synergy Asset Management
Washington
– -$43.5K -400 Closed
FLP
581
Financial Life Planners
Arizona
– -$38.4K -348 Closed
EBA
582
Eagle Bay Advisors
New York
– -$27.1K -246 Closed
PA
583
PSI Advisors
Florida
– -$23.8K -217 Closed
RA
584
Ransom Advisory
Rhode Island
– -$18.7K -170 Closed
FFA
585
Fairfield Financial Advisors
Massachusetts
– -$17.6K -160 Closed
LJHT
586
Laurie J. Hall Trustee
– -$17K -150 Closed
JFG
587
JDM Financial Group
Texas
– -$12.8K -116 Closed
TFA
588
Toth Financial Advisory
Virginia
– -$5.51K -50 Closed
FFA
589
Frazier Financial Advisors
Ohio
– -$2.45K -22 Closed
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