We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$11.9M -$2.02M -25,874 -14%
AAS
27
Ameritas Advisory Services
Nebraska
$10.7M -$437K -5,612 -4%
FT
28
Fiduciary Trust
Massachusetts
$10.7M -$397K -5,093 -3%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$10.2M +$723K +9,283 +7%
HIF
30
Hill Island Financial
Michigan
$9.87M -$9.74K -125 -0.1%
GI
31
Gradient Investments
Minnesota
$9.77M -$1.31M -16,766 -11%
FWM
32
Frontier Wealth Management
Missouri
$9.16M -$76.3K -979 -0.8%
PAG
33
Private Advisor Group
New Jersey
$8.86M -$1.1M -14,096 -10%
ASN
34
Advisory Services Network
Georgia
$8.2M +$890K +11,430 +11%
MWM
35
Mascoma Wealth Management
New Hampshire
$7.35M -$1.95K -25 -0%
FF
36
Francis Financial
$7.32M +$7.62M +97,763 New
MCM
37
Manchester Capital Management
Vermont
$6.98M
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$6.96M +$2.84M +36,478 +61%
GAM
39
Gemmer Asset Management
California
$6.89M -$575K -7,388 -7%
FHA
40
First Horizon Advisors
Tennessee
$6.77M +$1.08M +13,874 +17%
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.34M -$77.9K -1,000 -1%
AWS
42
Atria Wealth Solutions
New York
$5.3M +$1.98M +25,374 +52%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$5.22M +$680K +8,734 +14%
SWA
44
SOA Wealth Advisors
New York
$4.92M -$440K -5,652 -8%
LWP
45
Laurel Wealth Planning
Minnesota
$4.89M -$375K -4,812 -7%
SHJ
46
Sharkey, Howes & Javer
Colorado
$4.57M +$1.89M +24,260 +62%
SPIA
47
Strategic Point Investment Advisors
Rhode Island
$4.56M +$362K +4,645 +8%
BWM
48
Baystate Wealth Management
Massachusetts
$4.44M +$458K +5,880 +11%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$4.35M +$471K +6,041 +11%
OWA
50
One Wealth Advisors
California
$4.15M +$3.54M +45,415 +369%