We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
76
BBR Partners
New York
$244K
CCM
77
Catawba Capital Management
Virginia
$241K
CG
78
Colony Group
Massachusetts
$239K
Citigroup
79
Citigroup
New York
$239K +$108K +2,834 +81%
HSA
80
HBK Sorce Advisory
Pennsylvania
$234K +$235K +6,178 New
CWM
81
Concert Wealth Management
California
$220K
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$217K +$107K +2,810 +96%
AC
83
Alexandria Capital
Virginia
$216K
BPC
84
Banque Pictet & Cie
Switzerland
$212K +$213K +5,600 New
DWM
85
Destination Wealth Management
California
$206K +$207K +5,432 New
CCM
86
Colorado Capital Management
Colorado
$201K +$202K +5,320 New
PAIM
87
Punch & Associates Investment Management
Minnesota
$168K +$169K +4,430 New
LWA
88
Lenox Wealth Advisors
New York
$158K +$685 +18 +0.4%
WTC
89
WhitTier Trust Company
Nevada
$147K -$569K -14,946 -79%
SG Americas Securities
90
SG Americas Securities
New York
$137K
HA
91
Harfst & Associates
Wyoming
$128K
HR
92
Howe & Rusling
New York
$127K
PSC
93
Prentiss Smith & Co
Vermont
$111K
BCM
94
Blume Capital Management
California
$106K
MPWT
95
MassMutual Private Wealth & Trust
Connecticut
$102K +$63.5K +1,670 +162%
JFA
96
JNBA Financial Advisors
Minnesota
$100K
WCM
97
Wealthcare Capital Management
Virginia
$98K -$3.81K -100 -4%
TCOV
98
Trust Company of Vermont
Vermont
$95K +$33.8K +888 +55%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$92K
DADC
100
D.A. Davidson & Co
Montana
$73K