We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Continuum Advisory
Idaho
$207K -$901 -12 -0.4%
SHWM
327
Smith & Howard Wealth Management
Georgia
$207K +$232K +3,085 New
BFM
328
Boston Financial Management
Massachusetts
$206K -$3.45K -46 -1%
JWBC
329
J.W. Burns & Co
New York
$204K – – –
PIA
330
Perennial Investment Advisors
California
$204K +$2.18K +29 +1%
YIH
331
Y-Intercept (HK)
Hong Kong
$203K +$228K +3,032 New
LC
332
Landaas & Company
Wisconsin
$203K +$976 +13 +0.4%
RDFA
333
Ritter Daniher Financial Advisory
Ohio
$201K – – –
SIAP
334
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K – – –
RPC
335
Rossmore Private Capital
Connecticut
$200K +$1.13K +15 +0.5%
Bessemer Group
336
Bessemer Group
New Jersey
$196K – – –
ACA
337
Atlas Capital Advisors
Wyoming
$195K – – –
OLVIG
338
Oliver Lagore Vanvalin Investment Group
Michigan
$187K -$14.6K -195 -7%
ST
339
Smithfield Trust
Pennsylvania
$186K – – –
SWM
340
Sugarloaf Wealth Management
Georgia
$168K +$6.98K +93 +4%
FWP
341
FAS Wealth Partners
Kansas
$159K -$3.98K -53 -2%
PAI
342
Pittenger & Anderson Inc
Nebraska
$144K -$105K -1,400 -39%
HR
343
Howe & Rusling
New York
$144K -$23.4K -312 -13%
GWM
344
Geneos Wealth Management
Colorado
$143K -$6.3K -84 -4%
CAL
345
Capital Analysts LLC
Pennsylvania
$136K +$73.7K +982 +94%
MA
346
MUFG Americas
New York
$134K +$32.1K +428 +27%
GWSG
347
GPS Wealth Strategies Group
Colorado
$132K +$525 +7 +0.4%
CS
348
Credit Suisse
Switzerland
$132K +$65.6K +874 +80%
4FG
349
4Thought Financial Group
New York
$127K +$1.28K +17 +0.9%
FDCDDQ
350
Federation des caisses Desjardins du Quebec
Quebec, Canada
$127K – – –