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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
1NWS
626
1 North Wealth Services
Maryland
$7.83K – – –
VR
627
Vision Retirement
New Jersey
$7.43K -$14.4K -105 -67%
LWM
628
Lodestone Wealth Management
Washington
$7.18K – – –
LF
629
LifeSteps Financial
California
$5.7K +$5.48K +40 New
IAIM
630
International Assets Investment Management
Florida
$4.26K – – –
KCM
631
Key Capital Management
Tennessee
$3.42K -$274 -2 -8%
HHCP
632
Hilton Head Capital Partners
South Carolina
$3.42K – – –
TAM
633
Tucker Asset Management
Colorado
$2.85K – – –
KFAS
634
Keating Financial Advisory Services
Kansas
$1.85K – – –
TFGT
635
TS Financial Group (TSFG)
Illinois
$1K – – –
ACA
636
American Capital Advisory
Idaho
$855 – – –
AI
637
Atomic Invest
New York
$479 -$411 -3 -50%
YAL
638
Your Advocates Ltd
Texas
$199 – – –
SRCM
639
Signature Resources Capital Management
California
$142 – – –
GS
640
GTS Securities
Florida
– -$4.64M -38,277 Closed
IAA
641
Independent Advisor Alliance
North Carolina
– -$4.04M -33,306 Closed
FTUS
642
Flow Traders U.S.
New York
– -$686K -5,659 Closed
BCM
643
Becker Capital Management
Oregon
– -$449K -3,709 Closed
SW
644
SVB Wealth
Massachusetts
– -$369K -3,048 Closed
RIS
645
Richmond Investment Services
Wisconsin
– -$291K -2,398 Closed
EW
646
Evoke Wealth
California
– -$243K -2,005 Closed
GSEP
647
Golden State Equity Partners
California
– -$229K -1,887 Closed
GWANC
648
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$144K -1,186 Closed
TPWA
649
Twin Peaks Wealth Advisors
California
– -$107K -883 Closed
SA
650
Scarborough Advisors
Maryland
– -$103K -850 Closed
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