We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
326
Vanguard Personalized Indexing Management
California
$408K
AFG
327
Atomi Financial Group
New York
$408K
BMM
328
Buffington Mohr McNeal
Idaho
$407K
TCOV
329
Trust Company of Vermont
Vermont
$404K
CAM
330
Close Asset Management
United Kingdom
$404K -$17.2K -164 -4%
SFMG
331
Sage Financial Management Group
Virginia
$403K +$388K +3,703 New
EP
332
Essential Planning
New Hampshire
$402K -$22.2K -212 -5%
PBO
333
Peoples Bank (Ohio)
Ohio
$401K -$19.1K -182 -5%
WA
334
Wealth Architects
California
$398K -$251K -2,390 -39%
KPWG
335
KFA Private Wealth Group
Virginia
$397K -$88.6K -845 -19%
MLA
336
My Legacy Advisors
Oregon
$391K -$54.4K -519 -13%
WHCI
337
W.H. Cornerstone Investments
Massachusetts
$388K -$6.71K -64 -2%
CAMV
338
Concord Asset Management (Virginia)
Virginia
$386K -$701K -6,689 -65%
SWA
339
Sax Wealth Advisors
New Jersey
$383K +$88.1K +840 +31%
JIC
340
Johnson Investment Counsel
Ohio
$381K
SVWAG
341
Sound View Wealth Advisors Group
Georgia
$381K +$367K +3,500 New
ACA
342
Aptus Capital Advisors
Alabama
$377K -$54.8K -523 -13%
USCWA
343
U.S. Capital Wealth Advisors
Texas
$376K -$11.6K -111 -3%
TVAMP
344
Tennessee Valley Asset Management Partners
Tennessee
$376K +$5.56K +53 +2%
PA
345
Parkside Advisors
California
$375K
TPA
346
Trivium Point Advisory
Connecticut
$373K +$342K +3,266 New
FPF
347
First Pacific Financial
Washington
$372K +$358K +3,418 New
SAI
348
Savvy Advisors Inc
New York
$371K +$11.7K +112 +3%
AWA
349
Arete Wealth Advisors
Illinois
$371K -$32K -305 -8%
WA
350
WBH Advisory
Maryland
$369K -$37.7K -360 -10%