We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
501
Bessemer Group
New Jersey
$142K – – –
HNB
502
Huntington National Bank
Ohio
$138K – – –
FP
503
Financial Perspectives
Minnesota
$136K +$363 +3 +0.3%
ST
504
Smithfield Trust
Pennsylvania
$132K -$85.8K -710 -40%
PAM
505
Palisade Asset Management
Minnesota
$125K +$120K +996 New
PAI
506
Pittenger & Anderson Inc
Nebraska
$124K – – –
ME
507
McIlrath & Eck
Washington
$123K -$1.45K -12 -1%
DFA
508
DHJJ Financial Advisors
Illinois
$121K – – –
ATC
509
Adirondack Trust Company
New York
$101K – – –
CFD
510
Creative Financial Designs
Indiana
$100K -$183K -1,512 -66%
AUB
511
Atlantic Union Bankshares
Virginia
$88.2K – – –
CA
512
Clearstead Advisors
Ohio
$79.2K – – –
PTC
513
Private Trust Company
Ohio
$76.3K – – –
AG
514
AmeriFlex Group
Nevada
$75.2K +$15.7K +130 +28%
FWP
515
FAS Wealth Partners
Kansas
$68.6K +$121 +1 +0.2%
BONH
516
Bank of New Hampshire
New Hampshire
$64.2K – – –
CTA
517
Colonial Trust Advisors
South Carolina
$63K – – –
PA
518
Parallel Advisors
California
$62.1K -$2.54K -21 -4%
SL
519
Salomon & Ludwin
Virginia
$60.1K – – –
MFT
520
Moisand Fitzgerald Tamayo
Florida
$58.1K -$121 -1 -0.2%
HFS
521
Hantz Financial Services
Michigan
$52K -$363 -3 -0.7%
TFA
522
Transamerica Financial Advisors
Florida
$51.9K +$49.9K +413 New
Qube Research & Technologies (QRT)
523
Qube Research & Technologies (QRT)
United Kingdom
$51.6K +$45.8K +379 +1,223%
DWA
524
Dougherty Wealth Advisers
Minnesota
$50.5K – – –
EWM
525
Evolution Wealth Management
Florida
$49.8K +$2.42K +20 +5%