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
$266K +$10.2K +264 +4%
CAG
77
Crestwood Advisors Group
Massachusetts
$263K
WCM
78
Wealthcare Capital Management
Virginia
$263K
GWM
79
Greenwich Wealth Management
Connecticut
$260K +$258K +6,714 New
CCM
80
Catawba Capital Management
Virginia
$246K
HSA
81
HBK Sorce Advisory
Pennsylvania
$235K
TCOV
82
Trust Company of Vermont
Vermont
$235K
CWM
83
Concert Wealth Management
California
$226K
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$222K
CCM
85
Colorado Capital Management
Colorado
$213K
FFA
86
First Foundation Advisors
California
$212K +$211K +5,480 New
Citigroup
87
Citigroup
New York
$207K -$5.38K -140 -3%
Members Trust
88
Members Trust
Florida
$201K +$200K +5,192 New
CA
89
Cetera Advisors
Colorado
$200K -$102K -2,660 -34%
LWA
90
Lenox Wealth Advisors
New York
$163K +$615 +16 +0.4%
WTC
91
WhitTier Trust Company
Nevada
$150K
AIM
92
Acropolis Investment Management
Missouri
$142K +$142K +3,680 New
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$137K -$37.3K -970 -21%
HR
94
Howe & Rusling
New York
$123K -$2.62K -68 -2%
PSC
95
Prentiss Smith & Co
Vermont
$113K
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$110K
BCM
97
Blume Capital Management
California
$108K
JFA
98
JNBA Financial Advisors
Minnesota
$103K
DADC
99
D.A. Davidson & Co
Montana
$92K
AC
100
Alexandria Capital
Virginia
$52K