We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$9.47M +$275K +2,007 +3%
IWC
52
Integrated Wealth Concepts
Massachusetts
$9.39M +$3.86M +28,177 +75%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$9.21M +$51.7K +377 +0.6%
MMA
54
Miracle Mile Advisors
California
$8.98M -$1.05M -7,677 -11%
BC
55
Brio Consultants
California
$8.9M -$54.1K -395 -0.6%
DJSG
56
D.J. St. Germain
Massachusetts
$8.9M +$136K +992 +2%
A
57
Allianz
Germany
$8.72M +$528K +3,854 +7%
SPIA
58
Strategic Point Investment Advisors
Rhode Island
$8.14M +$136K +992 +2%
PWM
59
Perigon Wealth Management
California
$7.98M +$157K +1,143 +2%
AL
60
Aspiriant LLC
California
$7.83M +$19.2K +140 +0.3%
HL
61
HeadInvest LLC
Maine
$7.8M -$19.3K -141 -0.3%
ASN
62
Advisory Services Network
Georgia
$7.79M -$842K -6,147 -10%
CL
63
Choreo LLC
Illinois
$7.62M -$266K -1,940 -3%
SW
64
SoFi Wealth
California
$7.41M +$1.26M +9,229 +22%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$7.22M -$2.04M -14,864 -23%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$7.06M +$460K +3,360 +7%
Stifel Financial
67
Stifel Financial
Missouri
$6.63M -$312K -2,274 -5%
GI
68
Gradient Investments
Minnesota
$6.4M +$235K +1,713 +4%
NA
69
NewEdge Advisors
Louisiana
$6.38M +$2.78M +20,290 +83%
DF
70
Dunhill Financial
United Kingdom
$6.36M -$1.08M -7,853 -15%
AssetMark Inc
71
AssetMark Inc
California
$6.25M -$247K -1,799 -4%
GCG
72
Gilbert Capital Group
Maine
$5.91M -$124K -907 -2%
AFC
73
Avise Financial Cooperative
California
$5.75M -$616K -4,498 -10%
UB
74
Umpqua Bank
Oregon
$5.68M +$606K +4,424 +12%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$5.62M +$2.94M +21,486 +119%