We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$82K +$34.8K +690 +69%
FWM
152
Focused Wealth Management
New York
$79K +$12.2K +242 +18%
RFWA
153
RPg Family Wealth Advisory
Massachusetts
$78.6K +$11.8K +234 +17%
FEG
154
Financial Enhancement Group
Indiana
$77K +$79.2K +1,570 New
WIM
155
Westside Investment Management
California
$76.3K
PAI
156
Pittenger & Anderson Inc
Nebraska
$76K -$11.4K -226 -13%
BlackRock
157
BlackRock
New York
$73K -$8.7M -172,464 -99%
FANJ
158
Financial Architects (New Jersey)
New Jersey
$71K
TCM
159
TD Capital Management
Tennessee
$70K +$202 +4 +0.3%
WAM
160
Watermark Asset Management
California
$70K +$5.45K +108 +8%
BBA
161
Braun-Bostich & Associates
Pennsylvania
$69K +$71.8K +1,422 New
LWA
162
Lenox Wealth Advisors
New York
$66K -$606 -12 -0.9%
IA
163
IFP Advisors
Florida
$66K
GRP
164
Global Retirement Partners
California
$66K +$24.9K +494 +58%
Manulife (Manufacturers Life Insurance)
165
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62K +$30.3K +600 +90%
LNB
166
Ledyard National Bank
$59K
RWP
167
RWA Wealth Partners
Massachusetts
$57K +$58.6K +1,162 New
SCA
168
Stuart Chaussee & Associates
California
$54K
SWM
169
SeaCrest Wealth Management
New York
$52K
SPIA
170
Steward Partners Investment Advisory
New York
$44K
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$43K -$35.3K -700 -44%
PFA
172
Pathway Financial Advisors
Vermont
$37K -$9.08K -180 -19%
GWM
173
Geneos Wealth Management
Colorado
$32K
HI
174
Hudock Inc
Pennsylvania
$32K +$101 +2 +0.3%
CWM
175
Catamount Wealth Management
Connecticut
$28K