We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
101
AssetMark Inc
California
$2.33M +$306K +3,607 +14%
CG
102
Colony Group
Massachusetts
$2.33M
BSB
103
Bangor Savings Bank
Maine
$2.32M -$17K -200 -0.7%
SHJ
104
Sharkey, Howes & Javer
Colorado
$2.32M +$113K +1,329 +5%
PA
105
PFG Advisors
Arizona
$2.31M -$405K -4,776 -14%
CAM
106
Cresset Asset Management
Illinois
$2.28M -$85 -1 -0%
KeyBank National Association
107
KeyBank National Association
Ohio
$2.23M -$75K -885 -3%
WCM
108
Wealthcare Capital Management
Virginia
$2.2M -$199K -2,351 -8%
PWLP
109
Prio Wealth Limited Partnership
Massachusetts
$2.15M
SW
110
SVB Wealth
Massachusetts
$2.12M -$185K -2,180 -8%
LJAC
111
L.J. Altfest & Co
New York
$2.11M -$203K -2,390 -8%
RJT
112
Raymond James Trust
Florida
$2.1M +$15.1K +178 +0.7%
JMFC
113
J.M. Forbes & Co
Massachusetts
$2.06M +$80.1K +945 +4%
IFWM
114
Institute for Wealth Management
Colorado
$2.06M +$202K +2,386 +10%
IWC
115
Integrated Wealth Concepts
Massachusetts
$2.03M -$94.5K -1,114 -4%
FI
116
Financial Insights
Washington
$2.02M -$162K -1,908 -7%
CWM
117
Cornerstone Wealth Management
Missouri
$2.01M -$346K -4,081 -14%
Two Sigma Investments
118
Two Sigma Investments
New York
$2M +$2.09M +24,600 New
CAMV
119
Concord Asset Management (Virginia)
Virginia
$1.95M -$284K -3,344 -12%
HH
120
Hilltop Holdings
Texas
$1.94M +$6.02K +71 +0.3%
Prudential Financial
121
Prudential Financial
New Jersey
$1.93M -$286K -3,370 -12%
WP
122
WealthSource Partners
California
$1.91M -$198K -2,330 -9%
CPIG
123
Chicago Partners Investment Group
Illinois
$1.9M +$5.51K +65 +0.3%
AAS
124
Avantax Advisory Services
Texas
$1.9M -$73.9K -871 -4%
ECM
125
Evergreen Capital Management
Washington
$1.85M -$42.4K -500 -2%