Notable Holders of ISHARES MSCI KLD 400 SOCIAL ETF (DSI)

  |   Expand Research on DSI   |   * Does Not Fully Represent All Holders
Fund Title Shares % Owned Source
CAPTRUST FINANCIAL ADVISORS ETF 153,337 3.10% 13F
Mascoma Wealth Management LLC ETF 103,032 2.08% 13F
SOA Wealth Advisors, LLC. ETF 65,149 1.32% 13F
Patriot Wealth Management, Inc. ETF 51,145 1.03% 13F
Litman Gregory Asset Management LLC ETF 43,276 0.87% 13F
Gibson Capital, LLC ETF 42,571 0.86% 13F
HEADINVEST, LLC ETF 39,463 0.80% 13F
COLONY GROUP LLC ETF 28,619 0.58% 13F
ST GERMAIN D J CO INC ETF 27,647 0.56% 13F
FORBES J M & CO LLP COM 24,401 0.49% 13F
FLOW TRADERS U.S. LLC ETP 23,732 0.48% 13F
BALASA DINVERNO & FOLTZ LLC MSCI KLD400 SOC 22,100 0.45% 13F
SHAPIRO ROBERT N MUTUAL FUND 21,900 0.44% 13F
Dorsey & Whitney Trust CO LLC MSCI KLD400 SOC 20,463 0.41% 13F
PFG Financial Advisors ETF 20,363 0.41% 13F
Hilltop Holdings Inc. ESG MSCI KLD 400 15,928 0.32% 13F
Ulland Investment Advisors, LLC ETF 14,260 0.29% 13F
MASSMUTUAL TRUST CO FSB/ADV Exchange Traded Fund 13,273 0.27% 13F
UNITED CAPITAL FINANCIAL ADVISERS, LLC EXCHANGE TRADED FUND 10,917 0.22% 13F
Watson Rebecca ETF 9,650 0.19% 13F
Strategic Blueprint, LLC ETF 7,757 0.16% 13F
BEL AIR INVESTMENT ADVISORS LLC ETF 7,710 0.16% 13F
VERITY Wealth Advisors ETF 7,315 0.15% 13F
AdvisorNet Financial, Inc ETF 6,656 0.13% 13F
CoreCap Advisors, LLC ETF 5,742 0.12% 13F
Rollins Financial ETF 5,460 0.11% 13F
Edmonds Duncan Registered Investment Advisors, LLC ETF 5,083 0.10% 13F
Lindbrook Capital, LLC ETF 5,049 0.10% 13F
Crestwood Advisors LLC ETF 4,368 0.09% 13F
CREATIVE FINANCIAL DESIGNS INC /ADV ETF 4,325 0.09% 13F
Highwater Wealth Management, LLC ETF 4,066 0.08% 13F
Lowe fs, LLC ETF 4,046 0.08% 13F
Buffington Mohr McNeal ETF 3,778 0.08% 13F
Edge Advisors, LLC ETF 3,672 0.07% 13F
Arbor Investment Advisors, LLC COM 2,832 0.06% 13F
TRANSCEND WEALTH COLLECTIVE, LLC ETF 2,627 0.05% 13F
Arkadios Wealth Advisors ETF 2,559 0.05% 13F
Nelson, Van Denburg & Campbell Wealth Management Group, LLC ETF 2,511 0.05% 13F
Sugarloaf Wealth Management, LLC ETF 2,209 0.04% 13F
ATLAS CAPITAL ADVISORS LLC ExchTradedFund 1,754 0.04% 13F
Carolina Wealth Advisors, LLC ETF 1,406 0.03% 13F
FourThought Financial, LLC ETF 1,354 0.03% 13F
Rise Advisors, LLC 0 1,121 0.02% 13F
EverSource Wealth Advisors, LLC ETF 866 0.02% 13F
Vigilant Capital Management, LLC COMMON STOCK 550 0.01% 13F
Bank of New Hampshire MSCI KLD400 SOC 510 0.01% 13F
Colonial Asset Management, Inc. ETF 500 0.01% 13F