We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
276
Traphagen Investment Advisors
New Jersey
$611K -$6.82K -61 -1%
BBNA
277
Bremer Bank National Association
Minnesota
$609K -$1.1M -9,831 -64%
AF
278
Aviso Financial
Ontario, Canada
$607K +$72.6K +650 +13%
PIA
279
Perennial Investment Advisors
California
$604K +$86.8K +777 +17%
TF
280
Theory Financial
Colorado
$602K +$322K +2,885 +112%
MBT
281
Montecito Bank & Trust
California
$600K
SB
282
Strategic Blueprint
Georgia
$595K -$247K -2,207 -29%
LIA
283
LifePlan Investment Advisors
North Carolina
$593K +$140K +1,253 +30%
WAM
284
WNY Asset Management
New York
$593K +$112 +1 +0%
FF
285
Finley Financial
Nevada
$591K +$591K +5,290 New
MFIM
286
Mesirow Financial Investment Management
Illinois
$590K +$1.68K +15 +0.3%
Members Trust
287
Members Trust
Florida
$590K
VWM
288
Venturi Wealth Management
Texas
$577K -$3.35K -30 -0.6%
GAM
289
Gould Asset Management
California
$566K +$82.1K +735 +17%
LC
290
Lindbrook Capital
California
$559K
WWG
291
West Wealth Group
California
$557K -$15.1K -135 -3%
AF
292
Advisornet Financial
Minnesota
$552K -$133K -1,190 -19%
WFA
293
West Financial Advisors
Iowa
$552K +$14.6K +131 +3%
MFG
294
Merit Financial Group
Georgia
$550K +$180K +1,612 +48%
YP
295
YANKCOM Partnership
South Dakota
$549K +$557K +4,983 New
FCG
296
Fielder Capital Group
Tennessee
$548K
AWG
297
Altus Wealth Group
Colorado
$544K
PCM
298
Parsons Capital Management
Rhode Island
$543K +$1.68K +15 +0.3%
AWA
299
Arkadios Wealth Advisors
Georgia
$541K +$9.27K +83 +2%
MCC
300
Maiden Cove Capital
Maine
$538K -$93.5K -837 -15%