We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
Focused Wealth Management
New York
$45K +$217 +6 +0.5%
IA
102
IFP Advisors
Florida
$39K -$16.6K -458 -37%
TCM
103
TD Capital Management
Tennessee
$31K +$72 +2 +0.2%
AWM
104
AllSquare Wealth Management
New York
$27K – – –
EWM
105
Evercore Wealth Management
New York
$27K – – –
CFA
106
CT Financial Advisors
Pennsylvania
$25K +$23.6K +652 New
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$22K +$21K +580 New
ATC
108
Adirondack Trust Company
New York
$16K +$14.8K +410 New
PG
109
Patten Group
Tennessee
$15.3K – – –
MFT
110
Moisand Fitzgerald Tamayo
Florida
$13K – – –
GWM
111
Gupta Wealth Management
California
$11K +$2.17K +60 +27%
SSB
112
Sandy Spring Bank
Maryland
$11K +$10.8K +300 New
KT
113
Kanaly Trust
Texas
$7K – – –
WT
114
Whittier Trust
California
$7K – – –
TRCT
115
Tower Research Capital (TRC)
New York
$7K +$6.29K +174 New
GWM
116
Geneos Wealth Management
Colorado
$5K +$5.06K +140 New
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K – – –
BIM
118
BlackRock Investment Management
Delaware
– -$13.2M -349,412 Closed
Jane Street
119
Jane Street
New York
– -$3.4M -89,700 Closed
Northern Trust
120
Northern Trust
Illinois
– -$514K -13,580 Closed
SIM
121
Sigma Investment Management
Oregon
– -$416K -10,994 Closed
GLA
122
Great Lakes Advisors
Illinois
– -$367K -9,696 Closed
HT
123
Hefren-Tillotson
Pennsylvania
– -$340K -8,992 Closed
TF
124
Tompkins Financial
New York
– -$293K -7,740 Closed
CG
125
Colony Group
Massachusetts
– -$239K -6,304 Closed