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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
101
Boston Trust Walden
Massachusetts
$340K – – –
VA
102
Valmark Advisers
Ohio
$336K -$28.7K -568 -8%
PCA
103
Personal Capital Advisors
California
$320K +$331K +6,556 New
CCM
104
Catawba Capital Management
Virginia
$311K – – –
CPIG
105
Chicago Partners Investment Group
Illinois
$307K +$317K +6,288 New
MA
106
MUFG Americas
New York
$305K -$10.1K -200 -3%
LIC
107
Lodestar Investment Counsel
Illinois
$303K -$10.1K -200 -3%
B
108
Bailard
California
$293K – – –
BMM
109
Buffington Mohr McNeal
Idaho
$293K – – –
PO
110
Private Ocean
California
$287K +$297K +5,880 New
WCM
111
Weatherstone Capital Management
Colorado
$284K +$43.7K +866 +18%
SCM
112
Stordahl Capital Management
Colorado
$283K +$292K +5,782 New
LRIA
113
Leonard Rickey Investment Advisors
Washington
$281K -$5.75K -114 -2%
MFW
114
Meristem Family Wealth
Minnesota
$281K +$202 +4 +0.1%
TWM
115
Titus Wealth Management
California
$268K +$277K +5,494 New
CG
116
Colony Group
Massachusetts
$260K +$5.35K +106 +2%
FLPIM
117
F.L. Putnam Investment Management
Massachusetts
$252K -$18.5K -366 -7%
BTS
118
BB&T Securities
Virginia
$247K +$255K +5,056 New
DWM
119
Destination Wealth Management
California
$243K -$1.05M -20,760 -65%
PA
120
Prism Advisors
California
$240K -$49.5K -980 -17%
SIAP
121
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$240K – – –
HPC
122
HM Payson & Co
Maine
$222K – – –
HA
123
Harborview Advisors
Maine
$221K +$228K +4,526 New
WAM
124
Wealthspire Advisors (Maryland)
Maryland
$220K +$707 +14 +0.3%
WF
125
WoodTrust Financial
Wisconsin
$214K -$11.4K -226 -5%
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