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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
151
Davis Wealth Advisors
New Hampshire
$2.16M +$2.14M +16,776 New
VC
152
Vicus Capital
Pennsylvania
$2.13M -$405K -3,169 -16%
NW
153
NewEdge Wealth
Pennsylvania
$2.11M +$7.66K +60 +0.4%
FSA
154
Financial Services Advisory
Maryland
$2.07M +$802K +6,280 +64%
AIP
155
Ameritas Investment Partners
Nebraska
$2.07M +$37.4K +293 +2%
IWC
156
Integrated Wealth Concepts
Massachusetts
$2.04M -$2.5M -19,545 -55%
COCM
157
Charter Oak Capital Management
New Hampshire
$2.02M -$91.6K -717 -4%
CI
158
CX Institutional
Indiana
$1.98M +$206K +1,612 +12%
IRC
159
Investors Research Corp
Georgia
$1.96M +$5.49K +43 +0.3%
MIA
160
MainStreet Investment Advisors
Illinois
$1.95M +$71.3K +558 +4%
FFA
161
Farther Finance Advisors
California
$1.94M +$117K +914 +6%
FI
162
Financial Insights
Washington
$1.92M -$47.1K -369 -2%
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$1.9M +$56.2K +440 +3%
TWP
164
Tempus Wealth Planning
California
$1.9M -$30.4K -238 -2%
PA
165
PFG Advisors
Arizona
$1.88M -$211K -1,653 -10%
BAAM
166
Baker Avenue Asset Management
California
$1.88M +$42.2K +330 +2%
1CP
167
1015 Capital Partners
Pennsylvania
$1.85M +$1.84M +14,380 New
SWM
168
Spire Wealth Management
Virginia
$1.85M -$28.9K -226 -2%
ACA
169
Aptus Capital Advisors
Alabama
$1.8M +$24.1K +189 +1%
MIA
170
MMBG Investment Advisors
Florida
$1.78M +$1.76M +13,785 New
SWA
171
Sax Wealth Advisors
New Jersey
$1.76M +$60.3K +472 +4%
HAG
172
HighPoint Advisor Group
Illinois
$1.76M +$1.75M +13,662 New
WT
173
Whittier Trust
California
$1.76M -$59K -462 -3%
HFA
174
Hershey Financial Advisers
Pennsylvania
$1.75M +$627K +4,906 +57%
CA
175
Continuum Advisory
Idaho
$1.69M +$158K +1,239 +10%
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