We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
226
Adirondack Trust Company
New York
$36K +$11.7K +230 +53%
IC
227
Inscription Capital
Texas
$34K – – –
CWM
228
Catamount Wealth Management
Connecticut
$30K – – –
PGA
229
Premia Global Advisors
Florida
$28K +$27.7K +546 New
MIFH
230
Migdal Insurance & Financial Holdings
Israel
$25K – – –
SSB
231
Sandy Spring Bank
Maryland
$24K +$16.2K +320 +229%
CAM
232
Close Asset Management
United Kingdom
$22K +$11.4K +224 +112%
BWP
233
Baldwin Wealth Partners
Massachusetts
$21K – – –
KPW
234
Kore Private Wealth
New York
$17K – – –
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
SWP
236
Strategic Wealth Partners
Ohio
$10K – – –
TC
237
Truvestments Capital
Florida
$8K +$7.61K +150 New
CAC
238
Certified Advisory Corp
Florida
$7K – – –
BFEC
239
Benjamin F. Edwards & Company
Missouri
$5K – – –
DOA
240
D'Orazio & Associates
Virginia
$5K – – –
RCA
241
Rowland Carmichael Advisors
Arizona
$5K – – –
CFD
242
Creative Financial Designs
Indiana
$4K – – –
AWM
243
Avondale Wealth Management
Texas
$3K – – –
ADL
244
Asset Dedication LLC
California
$2K – – –
IF
245
Ironwood Financial
Arizona
$2K – – –
LC
246
Lindbrook Capital
California
$2K – – –
DBT
247
Dubuque Bank & Trust
Iowa
$2K +$2.13K +42 New
MHI
248
Miller Howard Investments
New York
– -$1.65M -35,456 Closed
DIA
249
Dana Investment Advisors
Wisconsin
– -$1.07M -23,080 Closed
MIA
250
MainStreet Investment Advisors
Illinois
– -$303K -6,510 Closed
7 8 9
10
11