We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
551
SignatureFD
Georgia
$16.8K +$17K +152 New
EWP
552
Elevation Wealth Partners
California
$16.5K – – –
BA
553
Ballast Advisors
Minnesota
$15.1K – – –
EWM
554
Evermay Wealth Management
Virginia
$14.3K – – –
MIFH
555
Migdal Insurance & Financial Holdings
Israel
$14K – – –
JFG
556
JDM Financial Group
Texas
$12.8K +$13K +116 New
FCMT
557
Founders Capital Management (Texas)
Texas
$9.81K – – –
GT
558
Glenmede Trust
Pennsylvania
$8.27K – – –
SWM
559
Sugarloaf Wealth Management
Georgia
$7.94K -$208K -1,865 -96%
TFA
560
Toth Financial Advisory
Virginia
$5.51K -$2.23K -20 -29%
ACA
561
American Capital Advisory
Idaho
$5.07K +$5.14K +46 New
TIM
562
Tortoise Investment Management
New York
$4.96K – – –
HCP
563
Hexagon Capital Partners
Arkansas
$4.41K – – –
PPWM
564
PFG Private Wealth Management
Florida
$4.33K – – –
ADL
565
Asset Dedication LLC
California
$3.64K – – –
DRP
566
Decker Retirement Planning
Utah
$2.65K +$2.68K +24 New
FFA
567
Frazier Financial Advisors
Ohio
$2.45K – – –
TAM
568
Tucker Asset Management
Colorado
$2.21K – – –
TFGT
569
TS Financial Group (TSFG)
Illinois
$1K +$670 +6 New
WA
570
Win Advisors
Florida
– -$2.76M -25,409 Closed
MFA
571
McClarren Financial Advisors
Pennsylvania
– -$263M -21,443 Closed
Prudential Financial
572
Prudential Financial
New Jersey
– -$2.29M -21,028 Closed
MIA
573
MainStreet Investment Advisors
Illinois
– -$1.53M -14,078 Closed
MYIA
574
Mount Yale Investment Advisors
Colorado
– -$585K -5,376 Closed
BRWA
575
B. Riley Wealth Advisors
Florida
– -$560K -5,171 Closed