We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$1.41M +$4.8K +44 +0.3%
AL
177
Aspiriant LLC
California
$1.38M – – –
SFG
178
Sage Financial Group
Pennsylvania
$1.34M -$6.11K -56 -0.4%
GS
179
GTS Securities
Florida
$1.31M +$1.19M +10,930 +594%
FFA
180
Farther Finance Advisors
California
$1.3M +$361K +3,305 +35%
SWA
181
SOA Wealth Advisors
New York
$1.3M -$3.98M -36,437 -74%
PW
182
Potentia Wealth
California
$1.25M +$265K +2,426 +25%
CHAM
183
Clear Harbor Asset Management
Connecticut
$1.25M +$109 +1 +0%
FFN
184
Focus Financial Network
Minnesota
$1.24M -$113K -1,032 -8%
CA
185
Continuum Advisory
Idaho
$1.23M -$2.84K -26 -0.2%
SW
186
SoFi Wealth
California
$1.23M +$1.14M +10,419 +650%
WF
187
WoodTrust Financial
Wisconsin
$1.23M +$14.9K +137 +1%
BWA
188
Bordeaux Wealth Advisors
California
$1.23M – – –
TC
189
TownSquare Capital
Utah
$1.22M -$197K -1,802 -13%
SWA
190
Sax Wealth Advisors
New Jersey
$1.22M +$905K +8,295 +228%
MFG
191
Merit Financial Group
Georgia
$1.22M +$757K +6,943 +139%
APW
192
Austin Private Wealth
Texas
$1.21M -$13.9K -127 -1%
MOS
193
MGO One Seven
Ohio
$1.19M +$15.7K +144 +1%
RIA
194
Regal Investment Advisors
Michigan
$1.18M +$87.2K +799 +7%
RA
195
RFG Advisory
Alabama
$1.18M +$183K +1,679 +17%
WTC
196
WhitTier Trust Company
Nevada
$1.17M -$22.5K -206 -2%
MPW
197
MA Private Wealth
California
$1.16M – – –
WMP
198
Wealth Management Partners
Arizona
$1.11M – – –
BDFN
199
Bond & Devick Financial Network
Minnesota
$1.1M +$3.93K +36 +0.3%
GDP
200
Great Diamond Partners
Maine
$1.09M -$20K -183 -2%