We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
176
Citizens Financial Group
Rhode Island
$1.84M +$711K +5,191 +67%
BAAM
177
Baker Avenue Asset Management
California
$1.83M -$212K -1,547 -11%
GDP
178
Great Diamond Partners
Maine
$1.81M +$340K +2,484 +24%
WT
179
WHI Trust
Illinois
$1.75M
KWA
180
Kingswood Wealth Advisors
California
$1.73M +$124K +908 +8%
CHAM
181
Clear Harbor Asset Management
Connecticut
$1.73M +$137 +1 +0%
SFG
182
Sage Financial Group
Pennsylvania
$1.73M +$548 +4 +0%
ATPW
183
Ashton Thomas Private Wealth
Arizona
$1.73M +$417K +3,042 +33%
FPAS
184
Focus Partners Advisor Solutions
Missouri
$1.72M +$96.1K +701 +6%
SWA
185
SOA Wealth Advisors
New York
$1.72M +$8.5K +62 +0.5%
WF
186
WoodTrust Financial
Wisconsin
$1.71M -$159K -1,163 -9%
B
187
Bensler
Washington
$1.71M -$10.6K -77 -0.6%
CCM
188
Coldstream Capital Management
Washington
$1.67M -$9.59K -70 -0.6%
VA
189
Valmark Advisers
Ohio
$1.66M +$48.7K +355 +3%
BSWM
190
Boston Standard Wealth Management
Massachusetts
$1.61M +$3.02K +22 +0.2%
PW
191
Potentia Wealth
California
$1.61M -$166K -1,208 -10%
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$1.6M -$35.1K -256 -2%
SA
193
Sovran Advisors
California
$1.58M +$63.9K +466 +4%
SWA
194
Sax Wealth Advisors
New Jersey
$1.57M -$98.3K -717 -5%
FFN
195
Focus Financial Network
Minnesota
$1.56M +$149K +1,086 +11%
WT
196
Whittier Trust
California
$1.55M -$18.6K -136 -1%
WTC
197
WhitTier Trust Company
Nevada
$1.54M +$58.9K +430 +4%
ACA
198
Aptus Capital Advisors
Alabama
$1.53M -$408K -2,978 -22%
FHA
199
Flagship Harbor Advisors
Massachusetts
$1.51M -$93.2K -680 -6%
NP
200
NorthRock Partners
Minnesota
$1.5M -$125K -913 -8%