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
SIAP
401
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$386K – – –
JC
402
JB Capital
Connecticut
$386K +$17.1K +134 +5%
GA
403
Goldstein Advisors
Wisconsin
$382K -$2.43K -19 -0.6%
CWM
404
Contango Wealth Management
California
$380K +$377K +2,950 New
EFG
405
Erickson Financial Group
Pennsylvania
$378K +$51K +399 +16%
BCPWM
406
Bradley & Co Private Wealth Management
Florida
$370K – – –
SAM
407
Smartleaf Asset Management
Massachusetts
$368K +$54.7K +428 +18%
SCM
408
Sage Capital Management
New Jersey
$365K – – –
CWM
409
Centurion Wealth Management
Virginia
$361K +$7.79K +61 +2%
WBCM
410
Wilson & Boucher Capital Management
California
$361K – – –
GWP
411
Gen-Wealth Partners
Michigan
$359K -$30.4K -238 -8%
PSCM
412
Per Stirling Capital Management
Texas
$358K -$48.8K -382 -12%
AIA
413
Arbor Investment Advisors
North Carolina
$358K +$255 +2 +0.1%
TPA
414
Trivium Point Advisory
Connecticut
$357K – – –
ACA
415
AllStreet Capital Advisors
California
$356K +$353K +2,766 New
FCG
416
Fielder Capital Group
Tennessee
$355K – – –
UWM
417
Urban Wealth Management
California
$355K +$352K +2,757 New
TC
418
Trilogy Capital
California
$355K -$7.15K -56 -2%
GVAG
419
Great Valley Advisor Group
Delaware
$354K -$6.64K -52 -2%
BFA
420
Beacon Financial Advisory
Ohio
$350K +$121K +944 +53%
SVWAG
421
Sound View Wealth Advisors Group
Georgia
$347K – – –
AA
422
Armis Advisers
Georgia
$345K +$364K +2,846 New
JSW
423
Journey Strategic Wealth
New Jersey
$341K -$45.7K -358 -12%
WMA
424
Wealth Management Associates
New Jersey
$339K +$336K +2,634 New
RIS
425
Richmond Investment Services
Wisconsin
$339K +$15.1K +118 +5%
15 16
17
18 19