We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APA
201
American Portfolios Advisors
New York
$25.1K +$1.47K +28 +6%
MIFH
202
Migdal Insurance & Financial Holdings
Israel
$25K
ATC
203
Adirondack Trust Company
New York
$23K
CAM
204
Close Asset Management
United Kingdom
$23K +$22.3K +424 New
BWP
205
Baldwin Wealth Partners
Massachusetts
$21K
PG
206
Patten Group
Tennessee
$21K
Fidelity Investments
207
Fidelity Investments
Massachusetts
$16K +$15.5K +294 New
MFT
208
Moisand Fitzgerald Tamayo
Florida
$15K
CFD
209
Creative Financial Designs
Indiana
$15K +$10.5K +200 +250%
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$11.6K +220 New
GP
211
Girard Partners
Pennsylvania
$12K +$12.5K +238 New
PA
212
Parallel Advisors
California
$11K
SWP
213
Strategic Wealth Partners
Ohio
$10K
RFA
214
Reilly Financial Advisors
California
$8K
TC
215
Truvestments Capital
Florida
$8K +$7.9K +150 New
CAC
216
Certified Advisory Corp
Florida
$7K
SSB
217
Sandy Spring Bank
Maryland
$7K
SCM
218
Southport Capital Management
Tennessee
$7K +$7.37K +140 New
DOA
219
D'Orazio & Associates
Virginia
$5K +$4.84K +92 New
GI
220
Gradient Investments
Minnesota
$4K -$613K -11,654 -99%
AWM
221
Avondale Wealth Management
Texas
$4K
IF
222
Ironwood Financial
Arizona
$2K
ADL
223
Asset Dedication LLC
California
$2K +$1.58K +30 New
BP
224
Ballentine Partners
Massachusetts
-$2.12M -41,902 Closed
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
-$561K -11,106 Closed