We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
251
LifePlan Investment Advisors
North Carolina
$766K -$21.3K -176 -3%
ZCI
252
Zevenbergen Capital Investments
Washington
$765K
RFA
253
Rollins Financial Advisors
New York
$760K
FCM
254
Fortis Capital Management
Washington
$756K +$1.69K +14 +0.2%
GSWM
255
Golden State Wealth Management
California
$751K -$6.29K -52 -0.9%
FFG
256
Frisch Financial Group
New York
$740K +$1.69K +14 +0.2%
UIA
257
Ulland Investment Advisors
Minnesota
$737K -$19.3K -160 -3%
MBT
258
Montecito Bank & Trust
California
$730K +$701K +5,798 New
TF
259
Theory Financial
Colorado
$729K -$21K -174 -3%
BCWM
260
Bartlett & Co Wealth Management
Ohio
$726K
EWA
261
EverSource Wealth Advisors
Alabama
$718K -$34.5K -285 -5%
HAP
262
Harbor Asset Planning
Massachusetts
$711K -$40K -331 -6%
BlackRock
263
BlackRock
New York
$710K -$1.94K -16 -0.3%
CAM
264
Carret Asset Management
New York
$705K
OPWM
265
Oregon Pacific Wealth Management
Oregon
$694K -$25.4K -210 -4%
AC
266
AlphaCore Capital
California
$689K +$121 +1 +0%
WAM
267
WNY Asset Management
New York
$688K +$10.5K +87 +2%
BIA
268
Bigelow Investment Advisors
Maine
$685K -$89.4K -739 -12%
JWCA
269
J.W. Cole Advisors
Florida
$679K +$9.19K +76 +1%
WP
270
WealthShield Partners
North Carolina
$678K -$4.84K -40 -0.7%
PIA
271
Perennial Investment Advisors
California
$674K -$4.96K -41 -0.8%
Members Trust
272
Members Trust
Florida
$674K
KNW
273
Kesler Norman & Wride
Utah
$672K
FF
274
Finley Financial
Nevada
$666K
AF
275
Advisornet Financial
Minnesota
$648K +$725 +6 +0.1%