We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPS
576
Investors Portfolio Services
Washington
$40.6K +$40.2K +315 New
AIC
577
Archer Investment Corporation
Indiana
$39.2K – – –
AG
578
AmeriFlex Group
Nevada
$38.6K -$37.9K -297 -50%
TWC
579
TD Waterhouse Canada
Ontario, Canada
$38.1K – – –
IA
580
IFP Advisors
Florida
$35.7K +$17.4K +136 +96%
CRI
581
Commonwealth Retirement Investments
Virginia
$31.2K +$30.9K +242 New
MEG
582
Millstone Evans Group
Colorado
$28.3K – – –
KG
583
Kilter Group
New York
$27.3K -$1.41K -11 -5%
MFP
584
Meramec Financial Planners
Missouri
$27.3K +$26.8K +210 New
CWM
585
Copia Wealth Management
Oregon
$27.1K – – –
CPG
586
Cornerstone Planning Group
New Jersey
$24.8K +$7.03K +55 +42%
KSB
587
Kennebec Savings Bank
Maine
$24.3K – – –
HWA
588
Heritage Wealth Advisors
Virginia
$23.2K – – –
PWA
589
Physician Wealth Advisors
Utah
$22.7K -$639 -5 -3%
RA
590
Ransom Advisory
Rhode Island
$21.9K +$21.7K +170 New
CFO
591
CVA Family Office
Colorado
$20.4K – – –
VR
592
Vision Retirement
New Jersey
$20.2K +$20.1K +157 New
RFP
593
Root Financial Partners
California
$20.1K – – –
S
594
SignatureFD
Georgia
$19.6K – – –
CP
595
Camelot Portfolios
Ohio
$19.6K +$19.4K +152 New
EWP
596
Elevation Wealth Partners
California
$19.3K – – –
CTC
597
Central Trust Company
Missouri
$18.8K – – –
Belvedere Trading
598
Belvedere Trading
Illinois
$18.6K +$4.6K +36 +33%
BA
599
Ballast Advisors
Minnesota
$17.6K – – –
EWM
600
Evermay Wealth Management
Virginia
$16.7K – – –