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iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
201
Great Diamond Partners
Maine
$1.24M -$67.8K -530 -5%
RA
202
RFG Advisory
Alabama
$1.24M -$75.6K -591 -5%
OCA
203
OpenArc Corporate Advisory
Georgia
$1.22M +$258K +2,017 +25%
FFN
204
Focus Financial Network
Minnesota
$1.2M -$147K -1,152 -10%
MSG
205
Main Street Group
Virginia
$1.18M -$17.6K -138 -1%
SWP
206
Sagespring Wealth Partners
Tennessee
$1.13M -$96.5K -755 -7%
CIC
207
Chilton Investment Company
Connecticut
$1.12M +$1.18M +9,202 New
RIA
208
Regal Investment Advisors
Michigan
$1.11M -$137K -1,072 -10%
KPWS
209
Kestra Private Wealth Services
Texas
$1.1M -$153K -1,200 -12%
ATPW
210
Ashton Thomas Private Wealth
Arizona
$1.1M +$39.9K +312 +4%
DADC
211
D.A. Davidson & Co
Montana
$1.1M +$68K +532 +6%
WMP
212
Wealth Management Partners
Arizona
$1.09M -$238K -1,864 -17%
BDFN
213
Bond & Devick Financial Network
Minnesota
$1.08M -$14.6K -114 -1%
DRP
214
Decker Retirement Planning
Utah
$1.06M +$68.9K +539 +7%
DAS
215
Dynamic Advisor Solutions
Arizona
$1.06M – – –
WIA
216
World Investment Advisors
California
$1.05M -$103K -802 -8%
OCM
217
One Capital Management
California
$1.01M -$91.7K -717 -8%
RBC
218
Romano Brothers & Co
Illinois
$1.01M -$30K -235 -3%
HIF
219
Hill Island Financial
Michigan
$998K +$47.9K +375 +5%
MG
220
Mather Group
Illinois
$996K +$73.5K +575 +8%
DWM
221
Diversify Wealth Management
Utah
$978K +$231K +1,806 +33%
TAFW
222
Tred Avon Family Wealth
Maryland
$963K – – –
AIM
223
Acropolis Investment Management
Missouri
$944K -$17.9K -140 -2%
HI
224
Harbour Investments
Wisconsin
$940K +$353K +2,760 +55%
DWT
225
Dorsey & Whitney Trust
South Dakota
$937K – – –
7 8
9
10 11