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
126
Prio Wealth Limited Partnership
Massachusetts
$2.35M -$254K -2,540 -10%
SDWMA
127
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.34M +$1.22M +12,200 +118%
ECM
128
Evergreen Capital Management
Washington
$2.31M -$38K -380 -2%
SWM
129
SigFig Wealth Management
California
$2.22M +$99K +989 +5%
OIA
130
OneDigital Investment Advisors
Kansas
$2.18M +$2.1M +21,002 New
Wealthfront Advisers
131
Wealthfront Advisers
California
$2.12M +$93.1K +930 +5%
Prudential Financial
132
Prudential Financial
New Jersey
$2.12M -$84K -840 -4%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$2.1M +$147K +1,467 +8%
OBWG
134
Onyx Bridge Wealth Group
New York
$2.09M +$159K +1,590 +9%
BWM
135
BigSur Wealth Management
Florida
$2.08M
TDWM
136
Topel & Distasi Wealth Management
California
$2.07M -$10.6K -106 -0.5%
NA
137
NewEdge Advisors
Louisiana
$2.06M -$63.7K -637 -3%
Northern Trust
138
Northern Trust
Illinois
$2.01M -$1.56M -15,630 -45%
HWM
139
HB Wealth Management
Georgia
$2M
DWT
140
Dorsey & Whitney Trust
South Dakota
$1.99M
BTW
141
Boston Trust Walden
Massachusetts
$1.98M
BAAM
142
Baker Avenue Asset Management
California
$1.98M -$73.8K -738 -4%
EFM
143
Eley Financial Management
Vermont
$1.98M -$12.4K -124 -0.6%
AFA
144
Arlington Financial Advisors
California
$1.95M -$128K -1,275 -6%
SW
145
SVB Wealth
Massachusetts
$1.94M
D
146
Diversified
Delaware
$1.91M +$1.43M +14,295 +350%
SFA
147
Sequoia Financial Advisors
Ohio
$1.89M -$25K -250 -1%
NW
148
NewEdge Wealth
Pennsylvania
$1.89M +$100 +1 +0%
VC
149
Vicus Capital
Pennsylvania
$1.88M +$75.8K +758 +4%
DAS
150
Diversify Advisory Services
Utah
$1.86M -$29.2K -292 -2%