We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
226
Vontobel Holding
Switzerland
$942K -$66.9K -553 -7%
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$937K +$97K +802 +12%
FHC
228
First Horizon Corporation
Tennessee
$934K +$897K +7,419 New
RWP
229
RWA Wealth Partners
Massachusetts
$933K -$77.3K -639 -8%
HA
230
Harfst & Associates
Wyoming
$931K
AIM
231
Acropolis Investment Management
Missouri
$931K
WCWM
232
Willow Creek Wealth Management
California
$927K
VWA
233
VERITY Wealth Advisors
United States
$919K
OWCM
234
One Wealth Capital Management
Arizona
$907K -$18.7K -155 -2%
BW
235
BIP Wealth
Georgia
$890K
DWM
236
Destination Wealth Management
California
$879K -$322K -2,659 -28%
HBT
237
Hills Bank & Trust
Iowa
$874K -$29K -240 -3%
PWP
238
Principle Wealth Partners
Connecticut
$867K
SAI
239
Savvy Advisors Inc
New York
$855K -$7.74K -64 -0.9%
FPF
240
First Pacific Financial
Washington
$849K -$126K -1,041 -13%
GAM
241
Gould Asset Management
California
$845K +$184K +1,525 +29%
KFSC
242
Keystone Financial Services (Colorado)
Colorado
$834K +$11.7K +97 +1%
HFF
243
Halter Ferguson Financial
Indiana
$826K -$72.2K -597 -8%
BCM
244
Brookstone Capital Management
Illinois
$821K +$54.7K +452 +7%
SPC
245
Sigma Planning Corp
Michigan
$816K -$346K -2,861 -31%
PFM
246
Peak Financial Management
Massachusetts
$795K +$22.4K +185 +3%
MT
247
Midwest Trust
Kansas
$782K -$28.3K -234 -4%
KCM
248
Kathmere Capital Management
Pennsylvania
$782K -$12K -99 -2%
MWM
249
Meridian Wealth Management
Kentucky
$780K +$19.1K +158 +3%
BF
250
Brooklyn FI
New York
$777K