We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMP
126
Wealth Management Partners
Arizona
$1.34M -$131K -1,534 -9%
KPWS
127
Kestra Private Wealth Services
Texas
$1.33M +$705K +8,245 +106%
IRC
128
Investors Research Corp
Georgia
$1.3M -$8.46K -99 -0.6%
DAS
129
Dynamic Advisor Solutions
Arizona
$1.21M -$65.2K -763 -5%
TWP
130
Tempus Wealth Planning
California
$1.2M +$41.3K +483 +3%
BP
131
BBR Partners
New York
$1.2M -$16.4K -192 -1%
KA
132
Kovack Advisors
Florida
$1.19M +$68.9K +806 +6%
DJSG
133
D.J. St. Germain
Massachusetts
$1.12M +$364K +4,257 +46%
UCFA
134
United Capital Financial Advisors
Texas
$1.12M +$7.7K +90 +0.7%
EBT
135
Enterprise Bank & Trust
Massachusetts
$1.11M +$103K +1,200 +10%
AF
136
AtlasMark Financial
Texas
$1.11M
CPIG
137
Chicago Partners Investment Group
Illinois
$1.09M +$1.71K +20 +0.2%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$1.04M +12,114 New
CPFP
139
Clear Perspectives Financial Planning
Ohio
$1.08M +$10.7K +125 +1%
Baird Financial Group
140
Baird Financial Group
Wisconsin
$1.05M -$12.7K -149 -1%
BDFN
141
Bond & Devick Financial Network
Minnesota
$1.05M -$8.38K -98 -0.8%
JMFC
142
J.M. Forbes & Co
Massachusetts
$1.03M +$71.6K +837 +7%
AAS
143
Avantax Advisory Services
Texas
$1.03M +$36.9K +431 +4%
SPC
144
Sigma Planning Corp
Michigan
$1.02M -$171 -2 -0%
GW
145
GW & Wade
Massachusetts
$1.01M +$360K +4,210 +53%
CAN
146
Claraphi Advisory Network
United States
$1M +$16.2K +189 +2%
BMM
147
Buffington Mohr McNeal
Idaho
$976K +$18K +210 +2%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$964K -$197K -2,303 -17%
EWM
149
Evercore Wealth Management
New York
$932K
SDWMA
150
Schneider Downs Wealth Management Advisors
Pennsylvania
$932K