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
CWS
401
Confluence Wealth Services
Pennsylvania
$52K +$51.2K +568 New
MAM
402
Marquette Asset Management
Minnesota
$51K – – –
SCA
403
Sandy Cove Advisors
Massachusetts
$48K +$46.9K +520 New
BCPWM
404
Bradley & Co Private Wealth Management
Florida
$47K – – –
MIFH
405
Migdal Insurance & Financial Holdings
Israel
$44K – – –
SSB
406
Sandy Spring Bank
Maryland
$43K – – –
PAIM
407
Punch & Associates Investment Management
Minnesota
$42K -$2.52K -28 -6%
BA
408
Ballast Advisors
Minnesota
$42K – – –
BWP
409
Baldwin Wealth Partners
Massachusetts
$37K – – –
WFA
410
Wells Financial Advisors
Massachusetts
$31K – – –
FP
411
Financial Perspectives
Minnesota
$30.5K +$90 +1 +0.3%
TWC
412
TD Waterhouse Canada
Ontario, Canada
$27.6K +$26.7K +296 New
DWA
413
Dougherty Wealth Advisers
Minnesota
$25K -$2.43K -27 -9%
FFA
414
Freedman Financial Associates
Massachusetts
$25K – – –
DWMG
415
DB Wealth Management Group
California
$23K -$3.97K -44 -15%
PA
416
PSI Advisors
Florida
$23K – – –
EIP
417
Ellis Investment Partners
Pennsylvania
$20K -$5.23K -58 -21%
BAM
418
Baldrige Asset Management
Pennsylvania
$19K – – –
NFSG
419
Newbridge Financial Services Group
Florida
$14K – – –
VRM
420
Vectors Research Management
New York
$14K – – –
IF
421
Integrity Financial
Wyoming
$14K +$13.5K +150 New
CTC
422
Central Trust Company
Missouri
$13K – – –
TIM
423
Tortoise Investment Management
New York
$12K – – –
CAAS
424
Capital Asset Advisory Services
Michigan
$10K +$5.59K +62 +132%
ADL
425
Asset Dedication LLC
California
$8K – – –
14 15 16
17
18