We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FT
26
Fiduciary Trust
Massachusetts
$8.57M -$30.7K -414 -0.4%
MCM
27
Manchester Capital Management
Vermont
$8.33M -$157K -2,115 -2%
BCM
28
Brookstone Capital Management
Illinois
$8.3M +$4.52M +61,044 +128%
PAG
29
Private Advisor Group
New Jersey
$8.3M +$1.6M +21,561 +25%
BWM
30
Baystate Wealth Management
Massachusetts
$8.12M +$750K +10,127 +11%
CJA
31
C-J Advisory
California
$7.87M +$159K +2,141 +2%
LWP
32
Laurel Wealth Planning
Minnesota
$7.8M -$485K -6,554 -6%
ASN
33
Advisory Services Network
Georgia
$7.49M +$1.57M +21,205 +28%
GAM
34
Gemmer Asset Management
California
$6.88M +$137K +1,846 +2%
SWA
35
SOA Wealth Advisors
New York
$6.34M -$25.7K -347 -0.4%
PG
36
Prostatis Group
Maryland
$6.02M +$5.84M +78,885 New
JFGIW
37
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6M +$104K +1,410 +2%
SW
38
SVB Wealth
Massachusetts
$5.8M +$975K +13,169 +21%
FHA
39
First Horizon Advisors
Tennessee
$5.79M +$65.6K +886 +1%
RJA
40
Raymond James & Associates
Florida
$5.63M -$648K -8,749 -11%
EAM
41
Erste Asset Management
Austria
$5.04M +$1.46M +19,684 +42%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$4.63M -$271K -3,657 -6%
GA
43
Geller Advisors
New York
$4.54M +$1.94M +26,250 +79%
PAS
44
Park Avenue Securities
New York
$4.51M +$339K +4,582 +8%
QCM
45
Quest Capital Management
Texas
$4.42M -$200K -2,697 -4%
William Blair & Company
46
William Blair & Company
Illinois
$4.37M +$49.9K +674 +1%
MWM
47
Mascoma Wealth Management
New Hampshire
$4.32M +$2.28M +30,845 +120%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$4.17M -$835K -11,275 -17%
SPIA
49
Strategic Point Investment Advisors
Rhode Island
$3.97M +$475K +6,414 +14%
MML Investors Services
50
MML Investors Services
Massachusetts
$3.97M -$1.45M -19,536 -27%