We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$644K +$37.4K +696 +6%
BAM
102
Barrett Asset Management
New York
$620K +$21.5K +400 +4%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$604K +$407K +7,580 +218%
HA
104
Harfst & Associates
Wyoming
$603K -$6.45K -120 -1%
CBU
105
CIBC Bank USA
Illinois
$594K – – –
PBO
106
Peoples Bank (Ohio)
Ohio
$593K -$85.5K -1,592 -13%
CPIG
107
Chicago Partners Investment Group
Illinois
$587K +$1.07K +20 +0.2%
ZCI
108
Zevenbergen Capital Investments
Washington
$577K – – –
RJT
109
Raymond James Trust
Florida
$570K -$39.4K -734 -7%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$564K -$74K -1,378 -12%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$560K – – –
BMM
112
Buffington Mohr McNeal
Idaho
$556K – – –
MWM
113
Merriman Wealth Management
Washington
$554K – – –
WWM
114
Western Wealth Management
Colorado
$550K – – –
ASN
115
Advisory Services Network
Georgia
$538K +$31.2K +580 +6%
CAN
116
Cetera Advisor Networks
California
$534K +$14.1K +262 +3%
JGUA
117
John G. Ullman & Associates
New York
$525K -$161K -3,000 -24%
BSWM
118
Boston Standard Wealth Management
Massachusetts
$518K -$617K -11,476 -55%
FAIM
119
Financial Advocates Investment Management
Washington
$513K -$2.9K -54 -0.6%
WCWM
120
Willow Creek Wealth Management
California
$486K +$477K +8,884 New
Franklin Resources
121
Franklin Resources
California
$475K -$565K -10,520 -55%
Citigroup
122
Citigroup
New York
$473K -$2.9K -54 -0.6%
HWM
123
Highwater Wealth Management
Colorado
$456K -$26.6K -496 -6%
AIM
124
Acropolis Investment Management
Missouri
$456K – – –
PO
125
Private Ocean
California
$454K -$1.83K -34 -0.4%