We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
226
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$230K
TCOV
227
Trust Company of Vermont
Vermont
$226K +$6.12K +110 +3%
BWM
228
BerganKDV Wealth Management
Minnesota
$225K -$63.5K -1,142 -23%
EDRIA
229
Edmonds Duncan Registered Investment Advisors
Kansas
$225K +$212K +3,806 New
MA
230
MUFG Americas
New York
$224K +$15.5K +278 +8%
CG
231
Colony Group
Massachusetts
$223K -$51.9K -934 -20%
AC
232
Abbrea Capital
California
$220K +$207K +3,732 New
CYG
233
Clean Yield Group
Vermont
$219K +$206K +3,704 New
FCI
234
Financial Counselors Inc
Kansas
$219K +$207K +3,718 New
PTC
235
Private Trust Company
Ohio
$216K +$202K +3,628 New
HCA
236
Heck Capital Advisors
Wisconsin
$214K +$11.8K +212 +6%
CAM
237
Close Asset Management
United Kingdom
$214K +$98.9K +1,780 +97%
TIA
238
Traphagen Investment Advisors
New Jersey
$213K +$201K +3,610 New
PWAG
239
Polaris Wealth Advisory Group
California
$212K +$198K +3,562 New
RFC
240
Regions Financial Corp
Alabama
$212K +$200K +3,600 New
EWA
241
EP Wealth Advisors
California
$211K
AWA
242
Arete Wealth Advisors
Illinois
$208K +$196K +3,518 New
SFA
243
Sequoia Financial Advisors
Ohio
$204K +$192K +3,450 New
WTC
244
WhitTier Trust Company
Nevada
$202K
Renaissance Technologies
245
Renaissance Technologies
New York
$201K +$189K +3,400 New
ACA
246
Atlas Capital Advisors
Wyoming
$195K
JFA
247
JNBA Financial Advisors
Minnesota
$193K +$1K +18 +0.6%
ST
248
Smithfield Trust
Pennsylvania
$185K -$3.67K -66 -2%
OPS
249
Orion Portfolio Solutions
Nebraska
$179K +$9.56K +172 +6%
SFSG
250
Stearns Financial Services Group
North Carolina
$165K +$1.33K +24 +0.9%