We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
276
Mesirow Financial Investment Management
Illinois
$581K -$49.6K -473 -8%
VWM
277
Venturi Wealth Management
Texas
$573K +$1.47K +14 +0.3%
SWA
278
Stratos Wealth Advisors
Ohio
$572K -$353K -3,369 -39%
WTC
279
WhitTier Trust Company
Nevada
$568K +$3.67K +35 +0.7%
WWG
280
West Wealth Group
California
$564K -$17.7K -169 -3%
BRWA
281
B. Riley Wealth Advisors
Florida
$560K -$238K -2,269 -30%
AA
282
Addison Advisors
Vermont
$558K
LC
283
Lindbrook Capital
California
$551K
NB
284
NBT Bank
New York
$549K +$107K +1,020 +25%
WWM
285
Western Wealth Management
Colorado
$540K +$315 +3 +0.1%
FCG
286
Fielder Capital Group
Tennessee
$540K
AWG
287
Altus Wealth Group
Colorado
$536K
HPC
288
HM Payson & Co
Maine
$535K +$75.6K +721 +17%
PCM
289
Parsons Capital Management
Rhode Island
$534K
BG
290
Bahl & Gaynor
Ohio
$534K +$82.8K +790 +19%
WFA
291
West Financial Advisors
Iowa
$530K -$19.1K -182 -4%
BFG
292
Buttonwood Financial Group
Missouri
$528K -$33.8K -322 -6%
AF
293
Aviso Financial
Ontario, Canada
$527K -$11.4K -109 -2%
AWA
294
Arkadios Wealth Advisors
Georgia
$525K +$105K +1,005 +26%
FLPIM
295
F.L. Putnam Investment Management
Massachusetts
$524K -$58.7K -560 -10%
KPWS
296
Kestra Private Wealth Services
Texas
$523K -$129K -1,227 -20%
CC
297
Callan Capital
California
$522K
TIAA Trust, National Association
298
TIAA Trust, National Association
North Carolina
$521K
MFG
299
Magnus Financial Group
New York
$520K +$3.15K +30 +0.6%
RA
300
Rockingstone Advisors
Massachusetts
$514K