We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
101
Buckingham Strategic Wealth
Missouri
$1.12M
WT
102
Whittier Trust
California
$1.1M
AF
103
AtlasMark Financial
Texas
$1.09M
AWS
104
AJ Wealth Strategies
New York
$1.07M
BAAM
105
Baker Avenue Asset Management
California
$1.04M -$90.2K -1,428 -8%
LJAC
106
L.J. Altfest & Co
New York
$1.03M +$99.4K +1,574 +11%
IRC
107
Investors Research Corp
Georgia
$1.01M -$48.5K -768 -5%
BP
108
BBR Partners
New York
$1.01M +$884 +14 +0.1%
CWM
109
Cornerstone Wealth Management
Missouri
$1M -$96.5K -1,528 -9%
PPW
110
Parcion Private Wealth
Washington
$980K
WLIM
111
White Lighthouse Investment Management
Massachusetts
$967K -$104K -1,648 -10%
Stifel Financial
112
Stifel Financial
Missouri
$963K -$1.77M -28,064 -65%
BTW
113
Boston Trust Walden
Massachusetts
$953K
VHAM
114
Van Hulzen Asset Management
California
$934K -$12.6K -200 -1%
EH
115
Equitable Holdings
New York
$930K +$43.8K +694 +5%
UCFA
116
United Capital Financial Advisors
Texas
$899K -$3.16K -50 -0.4%
RJT
117
Raymond James Trust
Florida
$880K +$41.5K +658 +5%
HGWM
118
Horst & Graben Wealth Management
Oregon
$851K +$840K +13,310 New
MMA
119
Miracle Mile Advisors
California
$843K +$193K +3,050 +30%
Members Trust
120
Members Trust
Florida
$832K -$2.9K -46 -0.4%
CFSG
121
Community Financial Services Group
Vermont
$823K +$34.7K +550 +4%
NCM
122
Neumann Capital Management
California
$818K +$215K +3,408 +36%
BlackRock
123
BlackRock
New York
$805K +$248K +3,922 +45%
VCM
124
Vivaldi Capital Management
Illinois
$799K
SPC
125
Sigma Planning Corp
Michigan
$797K +$787K +12,456 New