We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
301
Burt Wealth Advisors
Maryland
$107K – – –
PWM
302
Perigon Wealth Management
California
$107K +$101K +1,490 New
GWM
303
Geneos Wealth Management
Colorado
$104K +$38.3K +565 +41%
BAM
304
Belpointe Asset Management
Nevada
$103K +$98.1K +1,448 New
CT
305
Caldwell Trust
Florida
$102K – – –
RG
306
Retirement Group
California
$102K – – –
FPW
307
Flagship Private Wealth
Massachusetts
$102K +$96.3K +1,422 New
FF
308
FourThought Financial
Florida
$96K +$91.7K +1,354 New
TCM
309
TD Capital Management
Tennessee
$94K +$271 +4 +0.3%
APA
310
American Portfolios Advisors
New York
$88.2K -$9.42K -139 -10%
PAI
311
Pittenger & Anderson Inc
Nebraska
$84K +$678 +10 +0.9%
AA
312
Ancora Advisors
Ohio
$82K – – –
MCC
313
Money Concepts Capital
Florida
$82K +$77.6K +1,146 New
GRP
314
Global Retirement Partners
California
$81K – – –
MAWCM
315
Mine & Arao Wealth Creation & Management
California
$80K -$20.3K -300 -21%
TIAM2
316
Tru Independence Asset Management 2
Oregon
$74K +$70.5K +1,040 New
MPCG
317
Matrix Private Capital Group
New York
$73K – – –
AWA
318
Arkadios Wealth Advisors
Georgia
$71K +$67.8K +1,000 New
MFT
319
Moisand Fitzgerald Tamayo
Florida
$55K – – –
HI
320
Hudock Inc
Pennsylvania
$53K +$136 +2 +0.3%
ATC
321
Adirondack Trust Company
New York
$47K – – –
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$44K +$41.7K +615 New
PWA
323
Phoenix Wealth Advisors
North Carolina
$43K +$40.7K +600 New
LWM
324
Liberty Wealth Management
California
$42K -$15.9K -235 -29%
OIM
325
Oder Investment Management
California
$40K +$37.3K +550 New
11 12
13
14 15