We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
176
Concourse Financial Group Securities
Alabama
$572K +$68 +1 +0%
BRWA
177
B. Riley Wealth Advisors
Florida
$569K +$2.37K +35 +0.4%
WCWM
178
Willow Creek Wealth Management
California
$565K
ACG
179
Allen Capital Group
Nebraska
$564K +$102K +1,502 +24%
FFN
180
Focus Financial Network
Minnesota
$562K +$72.3K +1,067 +16%
RIA
181
Regal Investment Advisors
Michigan
$542K +$513K +7,573 New
AFG
182
Affinia Financial Group
Massachusetts
$541K +$37.1K +547 +8%
ZCI
183
Zevenbergen Capital Investments
Washington
$535K
ECM
184
Evergreen Capital Management
Washington
$534K +$112K +1,651 +28%
AWG
185
Altus Wealth Group
Colorado
$534K +$505K +7,458 New
Franklin Resources
186
Franklin Resources
California
$533K -$1.02K -15 -0.2%
CCA
187
Cobblestone Capital Advisors
New York
$511K
Members Trust
188
Members Trust
Florida
$509K -$400K -5,900 -45%
TNBTD
189
Trustmark National Bank Trust Department
Mississippi
$498K
TA
190
Tiedemann Advisors
New York
$495K
VWA
191
VERITY Wealth Advisors
United States
$483K +$171K +2,527 +60%
HCA
192
Heck Capital Advisors
Wisconsin
$481K +$206K +3,042 +82%
Prudential Financial
193
Prudential Financial
New Jersey
$480K +$37.9K +559 +9%
TI
194
tru Independence
Oregon
$472K +$447K +6,594 New
ST
195
Smithfield Trust
Pennsylvania
$467K
BIA
196
Bigelow Investment Advisors
Maine
$463K +$24K +354 +6%
CC
197
Callan Capital
California
$454K
SPIA
198
Steward Partners Investment Advisory
New York
$452K +$115K +1,701 +37%
FIA
199
Foundations Investment Advisors
Arizona
$448K
VA
200
Valmark Advisers
Ohio
$448K