We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
376
Absolute Capital Management
Pennsylvania
$44.7K +$50K +666 New
ATC
377
Adirondack Trust Company
New York
$44K – – –
MFT
378
Moisand Fitzgerald Tamayo
Florida
$42K -$976 -13 -2%
GWANC
379
Guardian Wealth Advisors (North Carolina)
North Carolina
$41K – – –
KTC
380
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
ZIG
381
Zullo Investment Group
Pennsylvania
$39K – – –
BBHC
382
Brown Brothers Harriman & Co
New York
$38K +$42.9K +572 New
VCM
383
Vigilant Capital Management
Maine
$37K +$41.3K +550 New
BONH
384
Bank of New Hampshire
New Hampshire
$34K – – –
BCPWM
385
Bradley & Co Private Wealth Management
Florida
$34K – – –
WFA
386
Wells Financial Advisors
Massachusetts
$32K -$10.1K -135 -22%
MIFH
387
Migdal Insurance & Financial Holdings
Israel
$32K – – –
SSB
388
Sandy Spring Bank
Maryland
$31K – – –
FP
389
Financial Perspectives
Minnesota
$30.8K +$150 +2 +0.4%
BWP
390
Baldwin Wealth Partners
Massachusetts
$27K – – –
TWC
391
TD Waterhouse Canada
Ontario, Canada
$20.3K – – –
DWA
392
Dougherty Wealth Advisers
Minnesota
$18K – – –
PA
393
PSI Advisors
Florida
$17K +$75 +1 +0.4%
FFA
394
Fairfield Financial Advisors
Massachusetts
$15.4K – – –
DWMG
395
DB Wealth Management Group
California
$14K – – –
EIP
396
Ellis Investment Partners
Pennsylvania
$14K +$75 +1 +0.5%
GFPC
397
Global Financial Private Client
Florida
$13.9K +$5.1K +68 +50%
KFS
398
Kelly Financial Services
Massachusetts
$10.1K +$75 +1 +0.7%
CTC
399
Central Trust Company
Missouri
$10K – – –
IF
400
Integrity Financial
Wyoming
$10K – – –
14 15
16
17 18