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
FFA
426
Fairfield Financial Advisors
Massachusetts
$18.7K – – –
HCM
427
Hollencrest Capital Management
California
$18.1K – – –
HF
428
Halpern Financial
Virginia
$17.9K +$18.7K +220 New
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$17.3K +$18K +212 New
APC
430
Aspire Private Capital
North Carolina
$16.1K -$1.36K -16 -7%
FIA
431
FNY Investment Advisers
New York
$16K +$17K +200 New
GFPC
432
Global Financial Private Client
Florida
$15.6K – – –
DWMG
433
DB Wealth Management Group
California
$13.5K – – –
KFS
434
Kelly Financial Services
Massachusetts
$12.6K -$763 -9 -6%
SCA
435
Stonebridge Capital Advisors
Minnesota
$12.2K – – –
TFA
436
Toth Financial Advisory
Virginia
$11.8K – – –
CTC
437
Central Trust Company
Missouri
$11.7K – – –
BA
438
Ballast Advisors
Minnesota
$11.2K – – –
EWM
439
Evermay Wealth Management
Virginia
$10.6K – – –
EBA
440
Eagle Bay Advisors
New York
$10K – – –
RIA
441
Realta Investment Advisors
Delaware
$8.65K – – –
CPG
442
Cornerstone Planning Group
New Jersey
$4.56K -$4.83K -57 -50%
BC
443
Barrett & Company
Rhode Island
$4.56K – – –
PA
444
Parallel Advisors
California
$4.07K – – –
ADL
445
Asset Dedication LLC
California
$4K – – –
TIM
446
Tortoise Investment Management
New York
$3.66K – – –
HCP
447
Hexagon Capital Partners
Arkansas
$3.26K – – –
MIM
448
Macroview Investment Management
Maryland
$3.17K – – –
BWS
449
Buck Wealth Strategies
Colorado
$3.17K +$3.31K +39 New
PPWM
450
PFG Private Wealth Management
Florida
$2.2K – – –
16 17
18
19 20