We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
G
376
GenTrust
Florida
$330K +$7.02K +67 +2%
RDFA
377
Ritter Daniher Financial Advisory
Ohio
$326K – – –
SIAP
378
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$326K – – –
AWM
379
AE Wealth Management
Kansas
$315K -$39.5K -377 -12%
SCM
380
Sage Capital Management
New Jersey
$308K – – –
JFA
381
JNBA Financial Advisors
Minnesota
$308K -$8.81K -84 -3%
GVAG
382
Great Valley Advisor Group
Delaware
$307K +$21.4K +204 +8%
WBCM
383
Wilson & Boucher Capital Management
California
$305K – – –
AIA
384
Arbor Investment Advisors
North Carolina
$301K +$210 +2 +0.1%
GWP
385
Gateway Wealth Partners
Wisconsin
$290K -$29K -277 -9%
DI
386
DDFG Inc
California
$289K -$2.2K -21 -0.8%
VHAM
387
Van Hulzen Asset Management
California
$288K -$104K -993 -27%
BBA
388
Braun-Bostich & Associates
Pennsylvania
$288K +$944 +9 +0.3%
CAL
389
Capital Analysts LLC
Pennsylvania
$284K -$16.3K -155 -6%
KP
390
Keel Point
Alabama
$279K – – –
TF
391
Theory Financial
Colorado
$277K -$11.2K -107 -4%
TCA
392
Transcend Capital Advisors
New Jersey
$277K -$34.5K -329 -11%
HPM
393
Hoxton Planning & Management
West Virginia
$277K -$10.7K -102 -4%
MAG
394
MRA Advisory Group
New Jersey
$276K +$30.2K +288 +13%
SAM
395
Smartleaf Asset Management
Massachusetts
$275K -$31.9K -304 -11%
MA
396
Mutual Advisors
Nebraska
$274K -$38.9K -371 -13%
SG
397
Somerset Group
Minnesota
$269K – – –
SWP
398
Stratos Wealth Partners
Ohio
$269K +$7.55K +72 +3%
4FG
399
4Thought Financial Group
New York
$265K -$10.9K -104 -4%
Millennium Management
400
Millennium Management
New York
$263K +$253K +2,415 New