We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ISFAN
151
Investor's Fiduciary Advisor Network
Washington
$2.09M -$243K -1,904 -10%
BSB
152
Bangor Savings Bank
Maine
$2.08M -$963K -7,529 -30%
FFA
153
Farther Finance Advisors
California
$1.99M +$162K +1,264 +8%
NW
154
NewEdge Wealth
Pennsylvania
$1.99M +$9.33K +73 +0.4%
VC
155
Vicus Capital
Pennsylvania
$1.97M -$31.6K -247 -1%
HH
156
Hilltop Holdings
Texas
$1.94M -$422K -3,302 -17%
CI
157
CX Institutional
Indiana
$1.94M +$84K +657 +4%
COCM
158
Charter Oak Capital Management
New Hampshire
$1.89M -$11.5K -90 -0.6%
DWA
159
Davis Wealth Advisors
New Hampshire
$1.88M -$166K -1,302 -8%
IRC
160
Investors Research Corp
Georgia
$1.85M +$10.5K +82 +0.5%
TWP
161
Tempus Wealth Planning
California
$1.8M +$12K +94 +0.6%
SWA
162
Sax Wealth Advisors
New Jersey
$1.76M
GWP
163
Gateway Wealth Partners
Wisconsin
$1.75M +$1.22M +9,525 +193%
BAAM
164
Baker Avenue Asset Management
California
$1.75M -$18.7K -146 -1%
1CP
165
1015 Capital Partners
Pennsylvania
$1.74M
SWM
166
Spire Wealth Management
Virginia
$1.74M -$3.2K -25 -0.2%
CIA
167
Concurrent Investment Advisors
Florida
$1.74M +$359K +2,809 +24%
FI
168
Financial Insights
Washington
$1.71M -$98.4K -770 -5%
PA
169
PFG Advisors
Arizona
$1.68M -$87.5K -684 -5%
MIA
170
MMBG Investment Advisors
Florida
$1.67M
ACA
171
Aptus Capital Advisors
Alabama
$1.67M -$26.5K -207 -1%
HAG
172
HighPoint Advisor Group
Illinois
$1.64M -$15K -117 -0.9%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$1.64M -$1.1M -8,579 -39%
SAI
174
Savvy Advisors Inc
New York
$1.6M +$211K +1,653 +14%
WF
175
WoodTrust Financial
Wisconsin
$1.6M +$413K +3,234 +32%