We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
501
Creative Capital Management Investments
California
$234K – – –
SFG
502
Snider Financial Group
Washington
$233K – – –
CCM
503
Colorado Capital Management
Colorado
$232K -$116K -909 -34%
ACM
504
Absolute Capital Management
Pennsylvania
$231K +$229K +1,795 New
CAMV
505
Concord Asset Management (Virginia)
Virginia
$229K -$125K -982 -36%
TAP
506
TSG Advice Partners
Ohio
$227K +$225K +1,765 New
BW
507
Basepoint Wealth
Iowa
$227K +$128 +1 +0.1%
PWMAG
508
Pinnacle Wealth Management Advisory Group
New Jersey
$227K -$128 -1 -0.1%
FNWM
509
Financial Network Wealth Management
Utah
$225K – – –
CIAS
510
CFS Investment Advisory Services
New Jersey
$225K +$1.53K +12 +0.7%
MA
511
Mutual Advisors
Nebraska
$225K – – –
AWM
512
Affinity Wealth Management
Delaware
$220K – – –
SP
513
Sequent Planning
Nebraska
$217K -$28.4K -222 -12%
1WM
514
1900 Wealth Management
Texas
$214K – – –
CAWM
515
Capital Advisors Wealth Management
Washington
$214K +$255 +2 +0.1%
PMG
516
ProVise Management Group
Florida
$213K – – –
EPW
517
Endeavor Private Wealth
Kansas
$212K -$18.5K -145 -8%
FPW
518
Flagship Private Wealth
Massachusetts
$211K +$383 +3 +0.2%
AFP
519
Ausdal Financial Partners
Iowa
$211K -$62.8K -492 -23%
MPCG
520
Matrix Private Capital Group
New York
$211K – – –
CSA
521
Cottage Street Advisors
Massachusetts
$211K +$383 +3 +0.2%
HCM
522
Howland Capital Management
Massachusetts
$210K – – –
HFA
523
High Falls Advisors
New York
$210K +$255 +2 +0.1%
BPW
524
BLVD Private Wealth
Kentucky
$209K -$4.09K -32 -2%
SMF
525
Sterling Manor Financial
New York
$208K -$7.79K -61 -4%
19 20
21
22 23