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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$1.2M +$115K +1,480 +10%
WLIM
152
White Lighthouse Investment Management
Massachusetts
$1.2M +$40.6K +521 +3%
GW
153
GW & Wade
Massachusetts
$1.17M +$75.2K +966 +6%
MLA
154
My Legacy Advisors
Oregon
$1.17M -$476K -6,112 -28%
DJSG
155
D.J. St. Germain
Massachusetts
$1.17M +$69.7K +895 +6%
UCFA
156
United Capital Financial Advisors
Texas
$1.17M +$68.4K +878 +6%
BRWA
157
B. Riley Wealth Advisors
Florida
$1.16M +$408K +5,240 +48%
TDWM
158
Topel & Distasi Wealth Management
California
$1.14M +$80.2K +1,030 +7%
IRC
159
Investors Research Corp
Georgia
$1.14M +$14.6K +187 +1%
WT
160
Whittier Trust
California
$1.13M -$92.3K -1,185 -7%
AFG
161
Affinia Financial Group
Massachusetts
$1.1M +$131K +1,679 +13%
UIA
162
Ulland Investment Advisors
Minnesota
$1.02M – – –
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M +$321K +4,123 +41%
FWM
164
Fingerlakes Wealth Management
New York
$992K +$54.6K +701 +5%
APW
165
Austin Private Wealth
Texas
$965K +$631K +8,099 +152%
CCM
166
Coldstream Capital Management
Washington
$960K +$261K +3,348 +33%
WMP
167
Wealth Management Partners
Arizona
$946K -$234K -3,000 -19%
WTC
168
WhitTier Trust Company
Nevada
$946K +$62.8K +806 +7%
TWP
169
Tempus Wealth Planning
California
$941K -$61.8K -794 -6%
1WM
170
1900 Wealth Management
Texas
$935K -$388K -4,984 -28%
RIA
171
Regal Investment Advisors
Michigan
$934K +$215K +2,758 +27%
CPIG
172
Chicago Partners Investment Group
Illinois
$929K +$1.32K +17 +0.1%
EBT
173
Enterprise Bank & Trust
Massachusetts
$916K -$29.2K -375 -3%
WWA
174
WCG Wealth Advisors
Nevada
$914K +$990K +12,712 New
SPIA
175
Steward Partners Investment Advisory
New York
$905K +$345K +4,423 +54%
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