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
TC
401
Trilogy Capital
California
$413K -$3.43K -25 -0.9%
BCPWM
402
Bradley & Co Private Wealth Management
Florida
$409K – – –
MW
403
Maia Wealth
Colorado
$408K -$8.77K -64 -2%
AA
404
Armis Advisers
Georgia
$406K +$822 +6 +0.2%
GWP
405
Gen-Wealth Partners
Michigan
$405K +$36.9K +269 +10%
SCM
406
Sage Capital Management
New Jersey
$404K – – –
JWCA
407
J.W. Cole Advisors
Florida
$403K +$388K +2,832 New
PFGIA
408
Patriot Financial Group Insurance Agency
Massachusetts
$401K -$591K -4,312 -60%
WBCM
409
Wilson & Boucher Capital Management
California
$399K – – –
AIA
410
Arbor Investment Advisors
North Carolina
$396K +$137 +1 +0%
ACA
411
AllStreet Capital Advisors
California
$394K – – –
GVAG
412
Great Valley Advisor Group
Delaware
$393K -$5.34K -39 -1%
FCG
413
Fielder Capital Group
Tennessee
$393K – – –
OPW
414
Oxler Private Wealth
New York
$384K -$69.8K -509 -16%
ONB
415
Old National Bancorp
Indiana
$384K +$66.7K +487 +22%
AWM
416
Avior Wealth Management
Nebraska
$381K -$1.1K -8 -0.3%
WMA
417
Wealth Management Associates
New Jersey
$375K – – –
SPAS
418
Spectrum Planning & Advisory Services
California
$375K -$88.7K -647 -20%
SG
419
Somerset Group
Minnesota
$374K – – –
GA
420
Goldstein Advisors
Wisconsin
$372K -$35.6K -260 -9%
JC
421
JB Capital
Connecticut
$369K +$4.11K +30 +1%
B
422
Bedminster
South Carolina
$366K – – –
KP
423
Keel Point
Alabama
$365K – – –
SVWAG
424
Sound View Wealth Advisors Group
Georgia
$365K -$16K -117 -4%
GWMR
425
GC Wealth Management RIA
Massachusetts
$363K -$22.9K -167 -6%
15 16
17
18 19