We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
276
Well Done LLC
Michigan
$407K -$29.7K -346 -7%
CAM
277
Close Asset Management
United Kingdom
$405K
PCM
278
Parsons Capital Management
Rhode Island
$404K -$2.57K -30 -0.6%
WB
279
WesBanco Bank
West Virginia
$404K -$86 -1 -0%
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$403K -$49.1K -572 -11%
GSWM
281
Golden State Wealth Management
California
$396K +$343 +4 +0.1%
PPW
282
Parcion Private Wealth
Washington
$392K -$1.03M -12,020 -73%
TA
283
Tiedemann Advisors
New York
$391K
EDRIA
284
Edmonds Duncan Registered Investment Advisors
Kansas
$388K
BCM
285
Blume Capital Management
California
$387K
WS
286
Wedbush Securities
California
$378K -$168K -1,955 -31%
AWP
287
Abacus Wealth Partners
California
$377K +$429 +5 +0.1%
EWA
288
EP Wealth Advisors
California
$375K -$29.4K -343 -7%
CFS
289
CRA Financial Services
New Jersey
$370K
JIC
290
Joel Isaacson & Co
New York
$369K +$383K +4,464 New
WF
291
WoodTrust Financial
Wisconsin
$360K -$54.2K -632 -13%
MFG
292
Magnus Financial Group
New York
$354K +$351K +4,090 New
FA
293
Flagstar Advisors
New York
$350K +$15.7K +183 +5%
HCM
294
Hengehold Capital Management
Ohio
$348K +$12K +140 +4%
BS
295
Banco Santander
Spain
$346K
HBT
296
Hills Bank & Trust
Iowa
$346K
SWM
297
SigFig Wealth Management
California
$345K +$475K +5,533 +204%
LRIA
298
Leonard Rickey Investment Advisors
Washington
$343K +$16.4K +191 +5%
PFM
299
Peak Financial Management
Massachusetts
$338K +$20.2K +235 +6%
RWA
300
Redhawk Wealth Advisors
Minnesota
$334K -$70.4K -821 -18%