We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
251
Frisch Financial Group
New York
$409K +$1.73K +24 +0.4%
HPC
252
HM Payson & Co
Maine
$407K
LC
253
Lindbrook Capital
California
$406K -$113K -1,566 -22%
FCI
254
Financial Counselors Inc
Kansas
$404K +$404K +5,624 New
VWM
255
Venturi Wealth Management
Texas
$401K +$14.5K +202 +4%
APW
256
Aurora Private Wealth
New Jersey
$401K -$7.26K -101 -2%
MA
257
Mutual Advisors
Nebraska
$398K -$97.8K -1,361 -20%
FHA
258
Flagship Harbor Advisors
Massachusetts
$395K +$1.08K +15 +0.3%
BG
259
Bahl & Gaynor
Ohio
$395K
CT
260
Cambridge Trust
Massachusetts
$382K +$17.1K +238 +5%
RA
261
Rockingstone Advisors
Massachusetts
$379K +$380K +5,286 New
AWM
262
Avior Wealth Management
Nebraska
$375K -$18.9K -263 -5%
EDRIA
263
Edmonds Duncan Registered Investment Advisors
Kansas
$365K
BCWM
264
Bartlett & Co Wealth Management
Ohio
$364K
BC
265
Bartlett & Co
Ohio
$364K
ZCI
266
Zevenbergen Capital Investments
Washington
$361K -$111K -1,547 -24%
DADC
267
D.A. Davidson & Co
Montana
$359K +$13.8K +192 +4%
MFA
268
Mayflower Financial Advisors
Massachusetts
$351K +$351K +4,884 New
CC
269
Callan Capital
California
$344K
PCM
270
Parsons Capital Management
Rhode Island
$343K +$1.87K +26 +0.5%
PA
271
Parkside Advisors
California
$339K +$144 +2 +0%
Rockefeller Capital Management
272
Rockefeller Capital Management
New York
$339K +$216 +3 +0.1%
RA
273
RFG Advisory
Alabama
$339K +$37.9K +527 +14%
MSWMA
274
Market Street Wealth Management Advisors
Indiana
$334K +$34.8K +484 +12%
Deutsche Bank
275
Deutsche Bank
Germany
$334K -$403K -5,610 -55%