We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$13.4M -$486K -5,666 -4%
FT
27
Fiduciary Trust
Massachusetts
$13.3M +$1.64M +19,106 +14%
GI
28
Gradient Investments
Minnesota
$13.2M -$576K -6,716 -4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$12.3M -$134K -1,566 -1%
HIF
30
Hill Island Financial
Michigan
$11.9M +$3.21M +37,377 +37%
PAG
31
Private Advisor Group
New Jersey
$11.9M -$328K -3,821 -3%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$11.5M +$5.17M +60,247 +84%
FWM
33
Frontier Wealth Management
Missouri
$10.6M +$26.3K +307 +0.2%
GAM
34
Gemmer Asset Management
California
$8.95M +$535K +6,242 +6%
ASN
35
Advisory Services Network
Georgia
$8.89M +$101K +1,177 +1%
MWM
36
Mascoma Wealth Management
New Hampshire
$8.86M -$14.2K -165 -0.2%
MCM
37
Manchester Capital Management
Vermont
$8.4M
PAS
38
Park Avenue Securities
New York
$8.37M +$5.24M +61,094 +172%
RJA
39
Raymond James & Associates
Florida
$7.76M -$46.8K -546 -0.6%
FHA
40
First Horizon Advisors
Tennessee
$6.95M -$386K -4,498 -5%
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.52M -$701K -8,175 -10%
SWA
42
SOA Wealth Advisors
New York
$6.41M +$5.4K +63 +0.1%
LWP
43
Laurel Wealth Planning
Minnesota
$6.31M -$3.2M -37,357 -34%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$5.53M -$34K -397 -0.6%
5L
45
55I LLC
Massachusetts
$5.42M +$2.99M +34,857 +126%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$5.21M -$3.36M -39,152 -39%
SPIA
47
Strategic Point Investment Advisors
Rhode Island
$5.09M +$357K +4,160 +8%
BWM
48
Baystate Wealth Management
Massachusetts
$4.83M +$224K +2,614 +5%
FAFN
49
First Affirmative Financial Network
Colorado
$4.78M -$560K -6,533 -11%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$4.72M +$2.27M +26,516 +95%