We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
551
Cherry Tree Wealth Management
Minnesota
$11.2K
FCMT
552
Founders Capital Management (Texas)
Texas
$10.3K
GIM
553
Glenmede Investment Management
Pennsylvania
$8.71K +$7.99K +75 New
1NWS
554
1 North Wealth Services
Maryland
$6.39K
TIM
555
Tortoise Investment Management
New York
$5.23K
Qube Research & Technologies (QRT)
556
Qube Research & Technologies (QRT)
United Kingdom
$3.6K -$40.7K -382 -92%
TAM
557
Tucker Asset Management
Colorado
$2.32K
Russell Investments Group
558
Russell Investments Group
United Kingdom
$1.86K -$3.51K -33 -67%
ACA
559
American Capital Advisory
Idaho
$1.05K
TFGT
560
TS Financial Group (TSFG)
Illinois
$1K
SWP
561
Strategic Wealth Partners
Ohio
$186 +$213 +2 New
CYG
562
Clean Yield Group
Vermont
$6 -$37.8K -355 Closed
PA
563
PFG Advisors
Arizona
-$1.94M -18,944 Closed
WF
564
WoodTrust Financial
Wisconsin
-$1.23M -12,018 Closed
TC
565
TownSquare Capital
Utah
-$1.22M -11,935 Closed
FIA
566
Foundations Investment Advisors
Arizona
-$950K -9,279 Closed
ZF
567
Zhang Financial
Michigan
-$722K -7,054 Closed
FCI
568
Financial Counselors Inc
Kansas
-$627K -6,118 Closed
GCP
569
GSA Capital Partners
United Kingdom
-$419K -4,092 Closed
ACG
570
Allen Capital Group
Nebraska
-$418K -4,081 Closed
TVAMP
571
Tennessee Valley Asset Management Partners
Tennessee
-$406K -3,960 Closed
AG
572
AlTi Global
New York
-$381K -3,725 Closed
SG
573
StoneX Group
New York
-$360K -3,515 Closed
SW
574
Simplicity Wealth
New Jersey
-$242K -2,368 Closed
CA
575
Claro Advisors
Massachusetts
-$230K -2,245 Closed