We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
326
Argent Trust Co
Tennessee
$412K – – –
BCM
327
Blume Capital Management
California
$409K -$2.62K -25 -0.7%
Vanguard Personalized Indexing Management
328
Vanguard Personalized Indexing Management
California
$408K – – –
AFG
329
Atomi Financial Group
New York
$408K – – –
BMM
330
Buffington Mohr McNeal
Idaho
$407K – – –
TCOV
331
Trust Company of Vermont
Vermont
$404K – – –
CAM
332
Close Asset Management
United Kingdom
$404K -$17.2K -164 -4%
SFMG
333
Sage Financial Management Group
Virginia
$403K +$388K +3,703 New
EP
334
Essential Planning
New Hampshire
$402K -$22.2K -212 -5%
PBO
335
Peoples Bank (Ohio)
Ohio
$401K -$19.1K -182 -5%
WA
336
Wealth Architects
California
$398K -$251K -2,390 -39%
KPWG
337
KFA Private Wealth Group
Virginia
$397K -$88.6K -845 -19%
MLA
338
My Legacy Advisors
Oregon
$391K -$54.4K -519 -13%
WHCI
339
W.H. Cornerstone Investments
Massachusetts
$388K -$6.71K -64 -2%
CAMV
340
Concord Asset Management (Virginia)
Virginia
$386K -$701K -6,689 -65%
SWA
341
Sax Wealth Advisors
New Jersey
$383K +$88.1K +840 +31%
JIC
342
Johnson Investment Counsel
Ohio
$381K – – –
SVWAG
343
Sound View Wealth Advisors Group
Georgia
$381K +$367K +3,500 New
ACA
344
Aptus Capital Advisors
Alabama
$377K -$54.8K -523 -13%
USCWA
345
U.S. Capital Wealth Advisors
Texas
$376K -$11.6K -111 -3%
TVAMP
346
Tennessee Valley Asset Management Partners
Tennessee
$376K +$5.56K +53 +2%
PA
347
Parkside Advisors
California
$375K – – –
TPA
348
Trivium Point Advisory
Connecticut
$373K +$342K +3,266 New
FPF
349
First Pacific Financial
Washington
$372K +$358K +3,418 New
SAI
350
Savvy Advisors Inc
New York
$371K +$11.7K +112 +3%