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
SFG
376
Sovereign Financial Group
Connecticut
$366K -$77.3K -726 -19%
AWM
377
Affinity Wealth Management
Delaware
$364K – – –
LC
378
Landaas & Company
Wisconsin
$363K -$70K -657 -17%
AWM
379
Axxcess Wealth Management
California
$357K +$101K +951 +45%
CAAS
380
Capital Asset Advisory Services
Michigan
$356K +$101K +951 +45%
FIM
381
Freedom Investment Management
Connecticut
$355K +$3.19K +30 +1%
GA
382
Goldstein Advisors
Wisconsin
$355K -$319 -3 -0.1%
MIA
383
Milestone Investment Advisors
Wisconsin
$354K -$426 -4 -0.1%
TC
384
Trilogy Capital
California
$354K +$27.9K +262 +9%
G
385
GenTrust
Florida
$353K – – –
SFMG
386
Sage Financial Management Group
Virginia
$352K -$13.9K -131 -4%
BZWA
387
Blue Zone Wealth Advisors
California
$352K +$322K +3,026 New
SIAP
388
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$348K – – –
AA
389
Armis Advisers
Georgia
$346K +$3.41K +32 +1%
GWP
390
Gen-Wealth Partners
Michigan
$343K -$11K -103 -3%
JC
391
JB Capital
Connecticut
$341K +$9.8K +92 +3%
JWBC
392
J.W. Burns & Co
New York
$337K +$82.6K +776 +37%
BCPWM
393
Bradley & Co Private Wealth Management
Florida
$335K – – –
MAG
394
MRA Advisory Group
New Jersey
$334K +$42.2K +396 +16%
FSA
395
Financial Services Advisory
Maryland
$334K +$306K +2,872 New
HF
396
HRT Financial
New York
$331K +$45.3K +425 +18%
SCM
397
Sage Capital Management
New Jersey
$329K – – –
WBCM
398
Wilson & Boucher Capital Management
California
$325K – – –
AIA
399
Arbor Investment Advisors
North Carolina
$322K +$213 +2 +0.1%
TPA
400
Trivium Point Advisory
Connecticut
$322K -$52.8K -496 -15%
14 15
16
17 18