We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
301
Milestone Investment Advisors
Wisconsin
$569K +$28.6K +224 +5%
AWG
302
Altus Wealth Group
Colorado
$568K -$26.8K -210 -4%
CPG
303
Cornerstone Planning Group
New Jersey
$561K +$503K +3,933 +2,103%
BIA
304
Bigelow Investment Advisors
Maine
$561K -$68.7K -537 -10%
PGFG
305
Pine Grove Financial Group
Minnesota
$558K -$62.1K -486 -10%
GWM
306
Geneos Wealth Management
Colorado
$554K – – –
MFG
307
Magnus Financial Group
New York
$553K -$69.2K -541 -11%
CWM
308
Contango Wealth Management
California
$553K +$206K +1,612 +55%
Deutsche Bank
309
Deutsche Bank
Germany
$551K – – –
WFA
310
West Financial Advisors
Iowa
$550K -$4.22K -33 -0.7%
FLPIM
311
F.L. Putnam Investment Management
Massachusetts
$549K – – –
JBA
312
Johnson Bixby & Associates
Washington
$545K +$2.94K +23 +0.5%
JIC
313
Joel Isaacson & Co
New York
$541K – – –
RIS
314
Retirement Income Solutions
Michigan
$532K – – –
TNBTD
315
Trustmark National Bank Trust Department
Mississippi
$530K – – –
EF
316
Envision Financial
Wisconsin
$530K +$559K +4,370 New
LA
317
LWM Advisors
California
$527K – – –
SWM
318
SK Wealth Management
Rhode Island
$526K +$256 +2 +0%
PCM
319
Parsons Capital Management
Rhode Island
$524K – – –
HP
320
Hilltop Partners
Indiana
$523K -$2.94K -23 -0.5%
EWP
321
Evergreen Wealth Partners
Montana
$519K +$147K +1,150 +37%
OIA
322
OneDigital Investment Advisors
Kansas
$515K +$85.8K +671 +19%
VWM
323
Venturi Wealth Management
Texas
$510K -$33.6K -263 -6%
WB
324
WesBanco Bank
West Virginia
$509K +$3.96K +31 +0.7%
HPC
325
HM Payson & Co
Maine
$509K – – –