We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$336K +$2.73K +70 +0.8%
FLPIM
52
F.L. Putnam Investment Management
Massachusetts
$330K +$22.6K +580 +7%
ZCI
53
Zevenbergen Capital Investments
Washington
$307K
HPC
54
HM Payson & Co
Maine
$304K
V
55
Veritable
Delaware
$284K
MFW
56
Meristem Family Wealth
Minnesota
$282K
CAN
57
Cetera Advisor Networks
California
$274K
WF
58
WealthTrust Fairport
Ohio
$272K +$41.7K +1,070 +18%
AC
59
Alexandria Capital
Virginia
$244K -$650K -16,702 -72%
CCM
60
Catawba Capital Management
Virginia
$242K
CWM
61
Concert Wealth Management
California
$222K +$227K +5,822 New
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$219K -$8.72K -224 -4%
PAG
63
Private Advisor Group
New Jersey
$218K +$223K +5,726 New
HSBC Holdings
64
HSBC Holdings
United Kingdom
$213K
MFS
65
MSI Financial Services
Massachusetts
$171K -$12.6K -324 -7%
HA
66
Harfst & Associates
Wyoming
$129K +$132K +3,400 New
HR
67
Howe & Rusling
New York
$128K +$13.6K +350 +12%
PSC
68
Prentiss Smith & Co
Vermont
$111K -$37.4K -960 -25%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$111K
WCM
70
Wealthcare Capital Management
Virginia
$103K +$6.7K +172 +7%
JFA
71
JNBA Financial Advisors
Minnesota
$101K
BCI
72
Brinker Capital Investments
Pennsylvania
$101K +$103K +2,652 New
BCM
73
Blume Capital Management
California
$99K
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$92K
Citigroup
75
Citigroup
New York
$88K