We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DL
76
DOHJ LLC
Washington
$3.25M +$1.03M +12,931 +50%
HL
77
HeadInvest LLC
Maine
$3.21M +$183K +2,298 +6%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$3.1M -$67.1K -844 -2%
TA
79
Trellis Advisors
Washington
$3.02M +$6.83K +86 +0.2%
GM
80
GeoWealth Management
Illinois
$3.01M +$2.84M +35,753 New
OCM
81
One Capital Management
California
$2.94M +$1.34M +16,900 +94%
B
82
Bailard
California
$2.88M +$26.7K +336 +1%
RJA
83
Raymond James & Associates
Florida
$2.85M -$43.8K -551 -2%
PA
84
PFG Advisors
Arizona
$2.79M -$172K -2,168 -6%
HGWM
85
Horst & Graben Wealth Management
Oregon
$2.78M -$19.2K -241 -0.7%
Franklin Resources
86
Franklin Resources
California
$2.77M
NCM
87
Neumann Capital Management
California
$2.69M +$54K +680 +2%
SFP
88
Shepherd Financial Partners
Massachusetts
$2.68M -$54.2K -682 -2%
KPWS
89
Kestra Private Wealth Services
Texas
$2.64M -$514K -6,473 -17%
MFA
90
McClarren Financial Advisors
Pennsylvania
$2.6M +$5.72K +72 +0.2%
Lido Advisors
91
Lido Advisors
California
$2.52M -$77.4K -974 -3%
Stifel Financial
92
Stifel Financial
Missouri
$2.5M -$115K -1,451 -5%
P
93
Pitcairn
Pennsylvania
$2.48M
WCM
94
Wealthcare Capital Management
Virginia
$2.47M -$11K -138 -0.5%
SCA
95
Snowden Capital Advisors
New York
$2.46M +$64.7K +814 +3%
CWM
96
Cornerstone Wealth Management
Missouri
$2.42M +$172K +2,170 +8%
BSB
97
Bangor Savings Bank
Maine
$2.41M -$13K -163 -0.6%
CG
98
Colony Group
Massachusetts
$2.41M -$146K -1,843 -6%
EH
99
Equitable Holdings
New York
$2.4M +$31.7K +399 +1%
KeyBank National Association
100
KeyBank National Association
Ohio
$2.38M -$78.2K -984 -3%