We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$1.41M +$48.2K +460 +4%
DWT
177
Dorsey & Whitney Trust
South Dakota
$1.41M -$654K -6,242 -33%
CA
178
Continuum Advisory
Idaho
$1.39M -$109K -1,039 -8%
WF
179
WoodTrust Financial
Wisconsin
$1.36M +$636K +6,070 +95%
APW
180
Austin Private Wealth
Texas
$1.35M -$83.6K -797 -6%
MOS
181
MGO One Seven
Ohio
$1.34M -$82.8K -790 -6%
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$1.32M -$32.7K -312 -3%
CHAM
183
Clear Harbor Asset Management
Connecticut
$1.31M – – –
BWA
184
Bordeaux Wealth Advisors
California
$1.31M – – –
RIA
185
Regal Investment Advisors
Michigan
$1.29M +$14.6K +139 +1%
FFA
186
Farther Finance Advisors
California
$1.23M +$116K +1,104 +11%
MPW
187
MA Private Wealth
California
$1.23M -$76.7K -732 -6%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$1.21M – – –
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$1.2M -$7.44K -71 -0.6%
WMP
190
Wealth Management Partners
Arizona
$1.18M -$57.8K -551 -5%
GDP
191
Great Diamond Partners
Maine
$1.18M -$40.8K -389 -3%
BDFN
192
Bond & Devick Financial Network
Minnesota
$1.17M -$12.8K -122 -1%
B
193
Bensler
Washington
$1.16M -$8.28K -79 -0.7%
AA
194
Axiom Advisory
California
$1.14M +$19.4K +185 +2%
CFGS
195
Concourse Financial Group Securities
Alabama
$1.13M -$37.7K -360 -3%
Baird Financial Group
196
Baird Financial Group
Wisconsin
$1.12M -$66.4K -633 -6%
CFG
197
Citizens Financial Group
Rhode Island
$1.11M – – –
CAM
198
Carret Asset Management
New York
$1.1M +$1.06M +10,114 New
TC
199
TownSquare Capital
Utah
$1.09M -$77.1K -735 -7%
WA
200
Wealth Alliance
New York
$1.09M -$152K -1,449 -13%