We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
301
Maiden Cove Capital
Maine
$538K -$93.5K -837 -15%
NB
302
NBT Bank
New York
$532K -$24.9K -223 -4%
FLPIM
303
F.L. Putnam Investment Management
Massachusetts
$531K – – –
OIA
304
OneDigital Investment Advisors
Kansas
$529K -$62.2K -557 -10%
CC
305
Callan Capital
California
$529K – – –
TIAA Trust, National Association
306
TIAA Trust, National Association
North Carolina
$527K -$782 -7 -0.1%
WCFA
307
Walkner Condon Financial Advisors
Wisconsin
$527K +$29.6K +265 +6%
GSEP
308
Golden State Equity Partners
California
$523K -$76.5K -685 -13%
MFG
309
Magnus Financial Group
New York
$522K -$5.03K -45 -0.9%
EI
310
Ellevest Inc
New York
$520K – – –
CA
311
CoreCap Advisors
Michigan
$512K -$335 -3 -0.1%
BFG
312
Buttonwood Financial Group
Missouri
$512K -$45.5K -407 -8%
RA
313
Rockingstone Advisors
Massachusetts
$510K -$11.2K -100 -2%
MWA
314
Midland Wealth Advisors
Illinois
$508K – – –
WWM
315
Western Wealth Management
Colorado
$503K -$45K -403 -8%
Deutsche Bank
316
Deutsche Bank
Germany
$502K – – –
KBC Group
317
KBC Group
Belgium
$498K +$147K +1,319 +41%
SWA
318
Stratos Wealth Advisors
Ohio
$493K -$88.3K -790 -15%
JIC
319
Joel Isaacson & Co
New York
$492K – – –
LA
320
LWM Advisors
California
$488K +$494K +4,425 New
TNBTD
321
Trustmark National Bank Trust Department
Mississippi
$482K – – –
LWA
322
Lifelong Wealth Advisors
Minnesota
$477K +$483K +4,325 New
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$471K -$882K -7,896 -65%
SWM
324
SK Wealth Management
Rhode Island
$469K – – –
MFA
325
Mayflower Financial Advisors
Massachusetts
$467K – – –