We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
101
Prio Wealth Limited Partnership
Massachusetts
$2.46M +$9.02K +100 +0.4%
HH
102
Hilltop Holdings
Texas
$2.45M +$541 +6 +0%
MM
103
Main Management
California
$2.37M +$96.4K +1,069 +4%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$2.35M +$1.36M +15,082 +125%
SIM
105
Seaview Investment Managers
Florida
$2.33M +$2.26M +25,047 New
CWM
106
Cornerstone Wealth Management
Missouri
$2.25M +$168K +1,865 +8%
BTW
107
Boston Trust Walden
Massachusetts
$2.24M
PWP
108
Personal Wealth Partners
Minnesota
$2.22M
WANY
109
Wealthspire Advisors (New York)
New York
$2.19M -$626K -6,949 -23%
FSA
110
Financial Services Advisory
Maryland
$2.19M +$230K +2,546 +12%
SCM
111
Seascape Capital Management
New Hampshire
$2.16M -$482K -5,343 -19%
TAIM
112
TD Ameritrade Investment Management
Nebraska
$2.15M +$1.06M +11,780 +103%
KeyBank National Association
113
KeyBank National Association
Ohio
$2.13M +$216K +2,400 +12%
BBNA
114
Bremer Bank National Association
Minnesota
$2.12M +$47.1K +523 +2%
SCA
115
Snowden Capital Advisors
New York
$2.11M -$26.1K -290 -1%
IFWM
116
Institute for Wealth Management
Colorado
$2.1M +$231K +2,563 +13%
P
117
Pitcairn
Pennsylvania
$2.08M -$103K -1,139 -5%
DWT
118
Dorsey & Whitney Trust
South Dakota
$2.08M -$215K -2,383 -10%
CF
119
Clarity Financial
Texas
$2.07M +$2.01M +22,312 New
BDF
120
Balasa Dinverno & Foltz
$2.05M -$1.35K -15 -0.1%
BC
121
Brio Consultants
California
$2.03M +$48.6K +539 +3%
NCM
122
Neumann Capital Management
California
$2.03M -$53.2K -590 -3%
MIAN
123
Mariner Independent Advisor Network
Kansas
$2M +$365K +4,052 +23%
CAN
124
Cetera Advisor Networks
California
$2M -$2.55M -28,333 -57%
GM
125
GeoWealth Management
Illinois
$1.95M +$1.89M +20,991 New