We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
151
NewEdge Advisors
Louisiana
$1.47M +$304K +3,821 +28%
AFS
152
Annapolis Financial Services
Maryland
$1.45M
KAS
153
Kestra Advisory Services
Texas
$1.45M +$50.2K +632 +4%
Wealthfront Advisers
154
Wealthfront Advisers
California
$1.44M -$76.7K -965 -5%
CA
155
Cetera Advisors
Colorado
$1.42M +$81.2K +1,022 +6%
AWS
156
AJ Wealth Strategies
New York
$1.4M
SFG
157
Sage Financial Group
Pennsylvania
$1.39M -$1.27K -16 -0.1%
CCM
158
Coldstream Capital Management
Washington
$1.39M +$44.4K +559 +4%
DI
159
DFPG Investments
Utah
$1.37M -$47K -592 -4%
TRCT
160
Tower Research Capital (TRC)
New York
$1.35M -$282K -3,550 -18%
WT
161
Whittier Trust
California
$1.33M
IRC
162
Investors Research Corp
Georgia
$1.3M +$2.54K +32 +0.2%
Jane Street
163
Jane Street
New York
$1.28M -$1.45M -18,215 -54%
AWM
164
AE Wealth Management
Kansas
$1.27M +$65.8K +828 +6%
CQS
165
Credential Qtrade Securities
$1.25M +$575K +7,235 +96%
FWM
166
Fingerlakes Wealth Management
New York
$1.24M +$60.8K +765 +5%
UIA
167
Ulland Investment Advisors
Minnesota
$1.2M
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$1.19M -$477 -6 -0%
MIA
169
MainStreet Investment Advisors
Illinois
$1.18M +$41.4K +521 +4%
FFN
170
Focus Financial Network
Minnesota
$1.18M +$249K +3,128 +29%
PWM
171
Perigon Wealth Management
California
$1.15M +$179K +2,258 +20%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M -$10K -126 -0.9%
TWP
173
Tempus Wealth Planning
California
$1.15M +$22.4K +282 +2%
RIS
174
Retirement Income Solutions
Michigan
$1.13M +$146K +1,835 +16%
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$1.12M +$41.2K +519 +4%