We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
476
IFP Advisors
Florida
$130K +$86.2K +790 +166%
PFBT
477
Parkside Financial Bank & Trust
Missouri
$126K – – –
CT
478
Caldwell Trust
Florida
$123K – – –
ME
479
McIlrath & Eck
Washington
$123K +$4.36K +40 +3%
TCM
480
TD Capital Management
Tennessee
$120K -$5.13K -47 -4%
AA
481
Ancora Advisors
Ohio
$118K – – –
Bessemer Group
482
Bessemer Group
New Jersey
$116K +$20.7K +190 +20%
HNB
483
Huntington National Bank
Ohio
$112K – – –
ADL
484
Asset Dedication LLC
California
$111K +$115K +1,052 +3,188%
FP
485
Financial Perspectives
Minnesota
$110K +$30.7K +281 +35%
PGAM
486
Princeton Global Asset Management
New Jersey
$105K +$6.66K +61 +6%
GWANC
487
Guardian Wealth Advisors (North Carolina)
North Carolina
$105K +$1.42K +13 +1%
PP
488
PrairieView Partners
Minnesota
$105K – – –
PAI
489
Pittenger & Anderson Inc
Nebraska
$101K -$27.3K -250 -20%
AF
490
Abound Financial
California
$96.7K +$103K +944 New
BA
491
Bristlecone Advisors
Washington
$87.6K – – –
ATC
492
Adirondack Trust Company
New York
$81.8K +$2.07K +19 +2%
PTC
493
Private Trust Company
Ohio
$73.2K -$56.5K -518 -42%
SSB
494
Sandy Spring Bank
Maryland
$71.7K – – –
CA
495
Clearstead Advisors
Ohio
$64.4K – – –
SC
496
SouthState Corp
Florida
$63.8K +$68K +623 New
FWP
497
FAS Wealth Partners
Kansas
$55.5K -$1.2K -11 -2%
AG
498
AmeriFlex Group
Nevada
$53.4K +$5.02K +46 +10%
PA
499
Parallel Advisors
California
$52.6K -$1.64K -15 -3%
BONH
500
Bank of New Hampshire
New Hampshire
$52.2K – – –