We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWG
301
Altus Wealth Group
Colorado
$568K -$26.8K -210 -4%
CPG
302
Cornerstone Planning Group
New Jersey
$561K +$503K +3,933 +2,103%
BIA
303
Bigelow Investment Advisors
Maine
$561K -$68.7K -537 -10%
GWM
304
Geneos Wealth Management
Colorado
$554K
MFG
305
Magnus Financial Group
New York
$553K -$69.2K -541 -11%
CWM
306
Contango Wealth Management
California
$553K +$206K +1,612 +55%
Deutsche Bank
307
Deutsche Bank
Germany
$551K
WFA
308
West Financial Advisors
Iowa
$550K -$4.22K -33 -0.7%
FLPIM
309
F.L. Putnam Investment Management
Massachusetts
$549K
JBA
310
Johnson Bixby & Associates
Washington
$545K +$2.94K +23 +0.5%
JIC
311
Joel Isaacson & Co
New York
$541K
RIS
312
Retirement Income Solutions
Michigan
$532K
TNBTD
313
Trustmark National Bank Trust Department
Mississippi
$530K
EF
314
Envision Financial
Wisconsin
$530K +$559K +4,370 New
LA
315
LWM Advisors
California
$527K
SWM
316
SK Wealth Management
Rhode Island
$526K +$256 +2 +0%
PCM
317
Parsons Capital Management
Rhode Island
$524K
HP
318
Hilltop Partners
Indiana
$523K -$2.94K -23 -0.5%
EWP
319
Evergreen Wealth Partners
Montana
$519K +$147K +1,150 +37%
OIA
320
OneDigital Investment Advisors
Kansas
$515K +$85.8K +671 +19%
VWM
321
Venturi Wealth Management
Texas
$510K -$33.6K -263 -6%
WB
322
WesBanco Bank
West Virginia
$509K +$3.96K +31 +0.7%
HPC
323
HM Payson & Co
Maine
$509K
HPM
324
Hoxton Planning & Management
West Virginia
$491K -$511 -4 -0.1%
TRCT
325
Tower Research Capital (TRC)
New York
$488K +$515K +4,028 New