We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HL
76
HeadInvest LLC
Maine
$3.21M +$123K +1,450 +4%
CWM
77
Cranbrook Wealth Management
Michigan
$3.16M -$78.7K -928 -2%
OCM
78
One Capital Management
California
$3.09M +$263K +3,105 +9%
TA
79
Trellis Advisors
Washington
$2.96M +$46.6K +550 +2%
DL
80
DOHJ LLC
Washington
$2.94M -$212K -2,503 -6%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$2.92M -$269K -3,169 -8%
CI
82
CX Institutional
Indiana
$2.89M +$966K +11,387 +47%
RJA
83
Raymond James & Associates
Florida
$2.84M +$93.4K +1,102 +3%
CWP
84
Concord Wealth Partners
Virginia
$2.77M -$590K -6,954 -17%
Stifel Financial
85
Stifel Financial
Missouri
$2.76M +$362K +4,271 +14%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$2.76M -$247K -2,917 -8%
B
87
Bailard
California
$2.75M -$42.6K -502 -1%
Franklin Resources
88
Franklin Resources
California
$2.68M
FAFN
89
First Affirmative Financial Network
Colorado
$2.61M -$1.51M -17,764 -36%
NCM
90
Neumann Capital Management
California
$2.58M -$19.1K -225 -0.7%
SFP
91
Shepherd Financial Partners
Massachusetts
$2.52M -$72.4K -854 -3%
MFA
92
McClarren Financial Advisors
Pennsylvania
$2.52M -$85 -1 -0%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$2.5M +$2.61M +30,743 New
SCA
94
Snowden Capital Advisors
New York
$2.49M +$111K +1,309 +4%
HGWM
95
Horst & Graben Wealth Management
Oregon
$2.49M -$214K -2,520 -8%
Lido Advisors
96
Lido Advisors
California
$2.41M -$29.3K -346 -1%
P
97
Pitcairn
Pennsylvania
$2.39M -$4.16K -49 -0.2%
CCA
98
Childress Capital Advisors
Texas
$2.37M +$213K +2,510 +9%
KPWS
99
Kestra Private Wealth Services
Texas
$2.36M -$204K -2,411 -8%
DJSG
100
D.J. St. Germain
Massachusetts
$2.35M +$104K +1,227 +4%