We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
426
DDFG Inc
California
$299K – – –
BlackRock
427
BlackRock
New York
$297K +$211K +1,654 +209%
RIS
428
Richmond Investment Services
Wisconsin
$291K -$30K -235 -9%
AWM
429
AE Wealth Management
Kansas
$289K -$95.4K -746 -24%
PSCM
430
Per Stirling Capital Management
Texas
$288K -$51.4K -402 -14%
MCM
431
MAI Capital Management
Ohio
$288K -$84.1K -658 -22%
BFA
432
Brown Financial Advisors
Ohio
$285K +$6.65K +52 +2%
BCM
433
Blume Capital Management
California
$285K – – –
SWP
434
Stratos Wealth Partners
Ohio
$282K – – –
EPW
435
Endeavor Private Wealth
Kansas
$281K +$85.8K +671 +41%
WS
436
Wedbush Securities
California
$281K -$25.3K -198 -8%
PA
437
Pinnacle Associates
New York
$279K – – –
NS
438
Northland Securities
Minnesota
$278K – – –
NCTC
439
New Covenant Trust Company
Indiana
$273K – – –
FPH
440
Financial Planning Hawaii
Hawaii
$270K -$5.5K -43 -2%
M&T Bank
441
M&T Bank
New York
$270K – – –
ONB
442
Old National Bancorp
Indiana
$267K -$23K -180 -8%
CWP
443
Concord Wealth Partners
Virginia
$266K -$4.09K -32 -1%
CFS
444
CRA Financial Services
New Jersey
$266K – – –
RF
445
Rossby Financial
Florida
$265K +$43.1K +337 +18%
KIM
446
Kestra Investment Management
Texas
$263K -$24.9K -195 -8%
PSC
447
Prentiss Smith & Co
Vermont
$263K – – –
WCG
448
Weaver Consulting Group
California
$262K – – –
SFG
449
Snider Financial Group
Washington
$261K +$44.2K +346 +19%
HR
450
Howe & Rusling
New York
$257K +$1.15K +9 +0.4%