We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
601
NBT Bank
New York
$30.2K -$510K -3,724 -95%
CWM
602
Copia Wealth Management
Oregon
$29.9K – – –
MFP
603
Meramec Financial Planners
Missouri
$29.1K – – –
KG
604
Kilter Group
New York
$29K -$274 -2 -1%
CRI
605
Commonwealth Retirement Investments
Virginia
$29K +$28K +204 New
KSB
606
Kennebec Savings Bank
Maine
$28.8K +$1.78K +13 +7%
RRMM
607
Regatta Research & Money Management
Louisiana
$27.8K +$26.7K +195 New
HWA
608
Heritage Wealth Advisors
Virginia
$25.6K – – –
TCM
609
Timbuktu Capital Management
Massachusetts
$24.9K +$24K +175 New
AG
610
AmeriFlex Group
Nevada
$23.6K -$14.4K -105 -39%
WP
611
WealthShield Partners
North Carolina
$23.4K -$659K -4,809 -97%
CFO
612
CVA Family Office
Colorado
$22.5K – – –
S
613
SignatureFD
Georgia
$21.7K +$137 +1 +0.7%
EWP
614
Elevation Wealth Partners
California
$21.4K – – –
CTC
615
Central Trust Company
Missouri
$20.8K – – –
SNBOSCI
616
Security National Bank of Sioux City Iowa
Iowa
$19.9K +$19.2K +140 New
BA
617
Ballast Advisors
Minnesota
$19.5K – – –
EWM
618
Evermay Wealth Management
Virginia
$18.5K – – –
MIFH
619
Migdal Insurance & Financial Holdings
Israel
$17.8K – – –
SFS
620
Sunrise Financial Services
Washington
$16.8K – – –
HDIM
621
Hanson & Doremus Investment Management
Vermont
$15K – – –
CTWM
622
Cherry Tree Wealth Management
Minnesota
$13.7K – – –
BNP Paribas Financial Markets
623
BNP Paribas Financial Markets
France
$13K +$1.1K +8 +10%
FCMT
624
Founders Capital Management (Texas)
Texas
$12.7K – – –
PWAM
625
Private Wealth Asset Management
Iowa
$8.97K +$8.63K +63 New