We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Greenwich Wealth Management
Connecticut
$356K – – –
MFP
77
Mosaic Financial Partners
California
$356K +$17.2K +388 +5%
Comerica Bank
78
Comerica Bank
Texas
$342K -$177 -4 -0.1%
BP
79
BBR Partners
New York
$338K +$22.8K +516 +7%
CCA
80
Cobblestone Capital Advisors
New York
$332K – – –
FFA
81
First Foundation Advisors
California
$329K +$20.9K +472 +7%
EA
82
Edge Advisors
Georgia
$327K – – –
MA
83
MUFG Americas
New York
$323K – – –
WF
84
WealthTrust Fairport
Ohio
$319K – – –
WCM
85
Wealthcare Capital Management
Virginia
$314K – – –
BAAM
86
Baker Avenue Asset Management
California
$308K +$70.6K +1,598 +30%
FIG
87
FundX Investment Group
California
$289K -$710K -16,056 -71%
CCM
88
Catawba Capital Management
Virginia
$284K – – –
LIC
89
Lodestar Investment Counsel
Illinois
$281K – – –
RJA
90
Raymond James & Associates
Florida
$274K +$11.3K +256 +4%
B
91
Bailard
California
$268K – – –
BTNA
92
Bremer Trust National Association
Minnesota
$263K – – –
MFW
93
Meristem Family Wealth
Minnesota
$256K +$31.1K +704 +14%
NPC
94
National Planning Corporation
California
$244K +$37.2K +842 +18%
CG
95
Colony Group
Massachusetts
$238K +$236K +5,332 New
Members Trust
96
Members Trust
Florida
$237K -$7.87K -178 -3%
CA
97
Cetera Advisors
Colorado
$232K – – –
SIAP
98
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$219K – – –
AWM
99
Affinity Wealth Management
Delaware
$211K – – –
HPC
100
HM Payson & Co
Maine
$204K -$152K -3,440 -43%