We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$20.2M -$1.28M -10,052 -6%
Truist Financial
27
Truist Financial
North Carolina
$19.9M -$4.84M -37,891 -20%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$18.3M +$5.12M +40,099 +39%
MCM
29
Manchester Capital Management
Vermont
$17.9M +$467K +3,654 +3%
TAM
30
Trillium Asset Management
Massachusetts
$17.7M +$7.49M +58,652 +75%
FT
31
Fiduciary Trust
Massachusetts
$17.6M -$380K -2,976 -2%
GAM
32
Gemmer Asset Management
California
$17.6M -$330K -2,587 -2%
Cerity Partners
33
Cerity Partners
New York
$17.3M +$1.42M +11,102 +9%
Corient Private Wealth
34
Corient Private Wealth
Florida
$15.5M +$7.79M +61,025 +102%
MML Investors Services
35
MML Investors Services
Massachusetts
$13.9M +$981K +7,681 +8%
BPA
36
Beacon Pointe Advisors
California
$13.4M +$616K +4,822 +5%
NAMM
37
NorthStar Asset Management (Massachusetts)
Massachusetts
$13.2M +$12.4M +97,392 +1,949%
NI
38
Natural Investments
California
$12.7M +$12.6M +98,774 New
AAS
39
Ameritas Advisory Services
Nebraska
$12.6M +$12.5M +97,565 +28,951%
NPT
40
National Philanthropic Trust
Pennsylvania
$12.4M +$2.51M +19,619 +26%
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.3M +$5.25M +41,084 +76%
PI
42
PFG Investments
New York
$12M -$119K -929 -1%
FF
43
Francis Financial
$12M -$126K -990 -1%
PAG
44
Private Advisor Group
New Jersey
$11.7M -$496K -3,886 -4%
ASN
45
Advisory Services Network
Georgia
$11.4M +$110K +862 +1%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$10.8M +$467K +3,656 +5%
HighTower Advisors
47
HighTower Advisors
Illinois
$10.4M +$1.02M +7,973 +11%
MWM
48
Mascoma Wealth Management
New Hampshire
$10.2M +$113K +882 +1%
MMA
49
Miracle Mile Advisors
California
$10.1M -$221K -1,728 -2%
FTWA
50
Fifth Third Wealth Advisors
Ohio
$9.37M