We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.27M -$319K -5,766 -6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.43M -$128K -2,308 -3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.96M +$336K +6,080 +9%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.93M -$73.7K -1,334 -2%
PAG
30
Private Advisor Group
New Jersey
$3.77M +$199K +3,604 +6%
CJA
31
C-J Advisory
California
$3.48M +$125K +2,254 +4%
RJA
32
Raymond James & Associates
Florida
$3.17M +$447K +8,096 +16%
TAM
33
Trillium Asset Management
Massachusetts
$3.07M +$861K +15,584 +39%
DWM
34
Destination Wealth Management
California
$3.03M +$176K +3,182 +6%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$3M +$469K +8,482 +19%
CCM
36
Cribstone Capital Management
Maine
$2.99M -$1.04M -18,830 -26%
BWM
37
Baystate Wealth Management
Massachusetts
$2.92M +$632K +11,442 +28%
DWT
38
Dorsey & Whitney Trust
South Dakota
$2.9M +$54.6K +988 +2%
LGWM
39
Litman Gregory Wealth Management
California
$2.78M -$126K -2,272 -4%
GAM
40
Gemmer Asset Management
California
$2.55M +$410K +7,414 +19%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.5M +$70.8K +1,282 +3%
GA
42
Geller Advisors
New York
$2.47M -$276K -5,000 -10%
Chevy Chase Trust
43
Chevy Chase Trust
Maryland
$2.44M
HighTower Advisors
44
HighTower Advisors
Illinois
$2.44M -$304K -5,500 -11%
KeyBank National Association
45
KeyBank National Association
Ohio
$2.35M -$180K -3,256 -7%
B
46
Bailard
California
$2.32M +$109K +1,972 +5%
GC
47
Gibson Capital
Pennsylvania
$2.27M -$102K -1,842 -4%
AIC
48
Ameritas Investment Company
Nebraska
$2.24M +$2.17M +39,238 New
SFP
49
Shepherd Financial Partners
Massachusetts
$2.21M +$162K +2,926 +8%
QCM
50
Quest Capital Management
Texas
$2.14M +$4.75K +86 +0.2%