We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
276
Citigroup
New York
$642K +$8.09K +76 +1%
AC
277
AlphaCore Capital
California
$635K +$332K +3,120 +133%
WP
278
WealthShield Partners
North Carolina
$630K -$15.4K -145 -3%
PIA
279
Perennial Investment Advisors
California
$626K -$5.75K -54 -1%
WAM
280
WNY Asset Management
New York
$625K +$106 +1 +0%
Members Trust
281
Members Trust
Florida
$621K – – –
JWCA
282
J.W. Cole Advisors
Florida
$617K +$221K +2,078 +64%
FF
283
Finley Financial
Nevada
$614K – – –
WWM
284
Western Wealth Management
Colorado
$611K +$9.16K +86 +2%
CC
285
Copperleaf Capital
North Carolina
$607K -$319 -3 -0.1%
GAM
286
Gould Asset Management
California
$602K +$5.33K +50 +1%
KBC Group
287
KBC Group
Belgium
$597K – – –
AF
288
Advisornet Financial
Minnesota
$597K +$3.62K +34 +0.7%
MFIM
289
Mesirow Financial Investment Management
Illinois
$594K -$26.9K -253 -5%
LWA
290
Lifelong Wealth Advisors
Minnesota
$593K +$1.06K +10 +0.2%
QCM
291
Quantinno Capital Management
New York
$581K – – –
WFA
292
West Financial Advisors
Iowa
$577K +$1.6K +15 +0.3%
SA
293
Sovran Advisors
California
$571K +$231K +2,166 +79%
AWG
294
Altus Wealth Group
Colorado
$569K – – –
TIA
295
Traphagen Investment Advisors
New Jersey
$566K -$71K -667 -12%
PCM
296
Parsons Capital Management
Rhode Island
$561K -$10.6K -100 -2%
JBA
297
Johnson Bixby & Associates
Washington
$559K -$15.4K -145 -3%
MFG
298
Magnus Financial Group
New York
$558K +$3.73K +35 +0.7%
NB
299
NBT Bank
New York
$554K – – –
EI
300
Ellevest Inc
New York
$547K – – –