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
BFG
426
Buttonwood Financial Group
Missouri
$333K -$241K -1,888 -43%
CWS
427
Cypress Wealth Services
California
$333K -$6.64K -52 -2%
LAMNM
428
Longview Asset Management (New Mexico)
New Mexico
$332K -$242K -1,897 -42%
B
429
Bedminster
South Carolina
$331K +$328K +2,570 New
SG
430
Somerset Group
Minnesota
$331K – – –
KP
431
Keel Point
Alabama
$330K – – –
JWCA
432
J.W. Cole Advisors
Florida
$327K -$346K -2,709 -50%
WS
433
Wedbush Securities
California
$324K -$18.4K -144 -5%
JIC
434
Johnson Investment Counsel
Ohio
$322K – – –
RDFA
435
Ritter Daniher Financial Advisory
Ohio
$322K – – –
AF
436
ASL Financial
California
$322K +$319K +2,500 New
DI
437
DDFG Inc
California
$318K -$2.43K -19 -0.8%
LWCFA
438
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$317K +$79.5K +622 +35%
RWM
439
Ritholtz Wealth Management
New York
$310K -$37.7K -295 -11%
GWMR
440
GC Wealth Management RIA
Massachusetts
$310K +$308K +2,408 New
VT
441
Vise Technologies
New York
$308K +$306K +2,394 New
ONB
442
Old National Bancorp
Indiana
$308K -$261K -2,045 -46%
KIM
443
Kestra Investment Management
Texas
$305K +$255 +2 +0.1%
BCM
444
Blume Capital Management
California
$303K -$128K -1,000 -30%
SOS
445
Silver Oak Securities
Tennessee
$302K +$298K +2,330 New
ODIJL
446
One Day In July LLC
Vermont
$300K +$298K +2,330 New
SWP
447
Stratos Wealth Partners
Ohio
$300K -$255 -2 -0.1%
VW
448
Vantus Wealth
Pennsylvania
$298K +$296K +2,315 New
PA
449
Pinnacle Associates
New York
$296K -$128 -1 -0%
BFA
450
Brown Financial Advisors
Ohio
$296K – – –
16 17
18
19 20