We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
126
Whittier Trust
California
$436K
BG
127
Bahl & Gaynor
Ohio
$424K +$407K +8,030 New
AI
128
Accredited Investors
Minnesota
$412K +$75.9K +1,496 +24%
BP
129
BBR Partners
New York
$403K
PCG
130
Private Capital Group
Connecticut
$398K -$7K -138 -2%
CFGS
131
Concourse Financial Group Securities
Alabama
$398K +$186K +3,672 +94%
CCA
132
Cobblestone Capital Advisors
New York
$392K
ECG
133
Edge Capital Group
Georgia
$387K
BTS
134
BB&T Securities
Virginia
$387K +$79.2K +1,562 +27%
CWM
135
Cranbrook Wealth Management
Michigan
$382K -$43K -848 -10%
WF
136
WealthTrust Fairport
Ohio
$377K
MWM
137
Mascoma Wealth Management
New Hampshire
$376K
FHA
138
Flagship Harbor Advisors
Massachusetts
$361K +$20.2K +398 +6%
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$345K +$1.52K +30 +0.5%
VC
140
Vicus Capital
Pennsylvania
$329K -$203 -4 -0.1%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$328K +$315K +6,212 New
HA
142
Harborview Advisors
Maine
$326K +$5.98K +118 +2%
CA
143
Cetera Advisors
Colorado
$317K +$306K +6,040 New
CG
144
Colony Group
Massachusetts
$315K +$4.56K +90 +2%
LIC
145
Lodestar Investment Counsel
Illinois
$307K -$25.4K -500 -8%
VA
146
Valmark Advisers
Ohio
$307K
HCA
147
Heck Capital Advisors
Wisconsin
$299K +$56.2K +1,108 +24%
Northern Trust
148
Northern Trust
Illinois
$297K -$249K -4,906 -47%
LJAC
149
L.J. Altfest & Co
New York
$282K +$271K +5,352 New
BWP
150
BSW Wealth Partners
Colorado
$274K -$1.7M -33,550 -87%