We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
MUFG Americas
New York
$396K +$102K +1,378 +36%
WB
227
WesBanco Bank
West Virginia
$390K +$378K +5,104 New
WDL
228
Well Done LLC
Michigan
$384K -$53.5K -723 -13%
HPC
229
HM Payson & Co
Maine
$380K
TWM
230
Titus Wealth Management
California
$378K +$6.29K +85 +2%
DADC
231
D.A. Davidson & Co
Montana
$373K -$8K -108 -2%
CAG
232
Crestwood Advisors Group
Massachusetts
$373K -$5.04K -68 -1%
BCM
233
Blume Capital Management
California
$364K
LWA
234
Lowe Wealth Advisors
Maryland
$364K
FTUS
235
Flow Traders U.S.
New York
$364K +$353K +4,773 New
PCM
236
Parsons Capital Management
Rhode Island
$358K +$740 +10 +0.2%
WFA
237
West Financial Advisors
Iowa
$348K
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$346K
EDRIA
239
Edmonds Duncan Registered Investment Advisors
Kansas
$342K +$27.5K +372 +9%
CAM
240
Close Asset Management
United Kingdom
$333K
EWA
241
EP Wealth Advisors
California
$331K -$4.89K -66 -2%
LWA
242
Lenox Wealth Advisors
New York
$331K
OPS
243
Orion Portfolio Solutions
Nebraska
$331K +$56.6K +764 +21%
GDP
244
Great Diamond Partners
Maine
$329K +$86.9K +1,174 +37%
CFS
245
CRA Financial Services
New Jersey
$326K -$24.7K -333 -7%
GW
246
GW & Wade
Massachusetts
$325K +$36.1K +488 +13%
FP
247
Financial Perspectives
Minnesota
$325K +$1.82M +24,569 +9,168%
FFA
248
First Foundation Advisors
California
$315K -$38.7K -522 -11%
LRIA
249
Leonard Rickey Investment Advisors
Washington
$312K
HA
250
Harborview Advisors
Maine
$305K -$70.8K -956 -19%