We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
151
Farther Finance Advisors
California
$2.37M +$48.7K +355 +2%
DWA
152
Davis Wealth Advisors
New Hampshire
$2.35M +$138K +1,007 +7%
AIC
153
Allodium Investment Consultants
Minnesota
$2.34M -$284K -2,075 -11%
NW
154
NewEdge Wealth
Pennsylvania
$2.34M +$137 +1 +0%
BSB
155
Bangor Savings Bank
Maine
$2.31M -$131K -957 -6%
CIA
156
Concurrent Investment Advisors
Florida
$2.29M +$236K +1,724 +12%
HH
157
Hilltop Holdings
Texas
$2.27M -$13.7K -100 -0.6%
CLIP
158
Colter Lewis Investment Partners
Connecticut
$2.21M +$2.13M +15,515 New
CBU
159
CIBC Bancorp USA
Illinois
$2.14M +$95.7K +698 +5%
VC
160
Vicus Capital
Pennsylvania
$2.13M -$176K -1,287 -8%
CI
161
CX Institutional
Indiana
$2.13M -$147K -1,070 -7%
TWP
162
Tempus Wealth Planning
California
$2.1M -$14.3K -104 -0.7%
IRC
163
Investors Research Corp
Georgia
$2.09M -$77.6K -566 -4%
PA
164
PFG Advisors
Arizona
$2.03M +$53.9K +393 +3%
SFA
165
Sequoia Financial Advisors
Ohio
$2.03M +$430K +3,134 +28%
HF
166
HRT Financial
New York
$2M +$1.92M +14,027 New
SWM
167
Spire Wealth Management
Virginia
$1.97M -$65.8K -480 -3%
MIA
168
MMBG Investment Advisors
Florida
$1.96M – – –
1CP
169
1015 Capital Partners
Pennsylvania
$1.93M -$110K -800 -6%
AWM
170
Apollon Wealth Management
South Carolina
$1.93M +$179K +1,305 +11%
HAG
171
HighPoint Advisor Group
Illinois
$1.93M -$1.51K -11 -0.1%
WLIM
172
White Lighthouse Investment Management
Massachusetts
$1.89M +$43.2K +315 +2%
AIP
173
Ameritas Investment Partners
Nebraska
$1.89M +$18.5K +135 +1%
SAI
174
Savvy Advisors Inc
New York
$1.88M +$4.25K +31 +0.2%
CA
175
Continuum Advisory
Idaho
$1.85M -$14.7K -107 -0.8%
5 6
7
8 9