We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
201
Focused Wealth Management
New York
$122K +$2.23K +44 +2%
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K – – –
Bessemer Group
203
Bessemer Group
New Jersey
$110K +$22.4K +442 +27%
AWM
204
AllSquare Wealth Management
New York
$109K +$27.8K +548 +36%
GWM
205
Geneos Wealth Management
Colorado
$106K – – –
PAI
206
Pittenger & Anderson Inc
Nebraska
$102K -$6.9K -136 -7%
RFWA
207
RPg Family Wealth Advisory
Massachusetts
$97.3K +$12K +236 +15%
FANJ
208
Financial Architects (New Jersey)
New Jersey
$83K +$6.59K +130 +9%
CT
209
Clearstead Trust
Maine
$82K -$4.26K -84 -5%
LWM
210
Liberty Wealth Management
California
$81K – – –
FHB
211
First Hawaiian Bank
Hawaii
$78K – – –
TCM
212
TD Capital Management
Tennessee
$75K +$304 +6 +0.4%
LWA
213
Lenox Wealth Advisors
New York
$70K +$304 +6 +0.5%
GSWM
214
Golden State Wealth Management
California
$65K +$62.5K +1,232 New
ESB
215
Essex Savings Bank
Connecticut
$64K – – –
Fidelity Investments
216
Fidelity Investments
Massachusetts
$62K +$48.5K +956 +405%
SCA
217
Stuart Chaussee & Associates
California
$59K – – –
FEG
218
Financial Enhancement Group
Indiana
$58K +$14.7K +290 +36%
GRP
219
Global Retirement Partners
California
$57K -$591K -11,650 -92%
SWM
220
SeaCrest Wealth Management
New York
$57K – – –
MFT
221
Moisand Fitzgerald Tamayo
Florida
$56K – – –
APA
222
American Portfolios Advisors
New York
$41.1K – – –
IA
223
IFP Advisors
Florida
$39K -$31.3K -618 -45%
EWM
224
Executive Wealth Management
Michigan
$39K – – –
HI
225
Hudock Inc
Pennsylvania
$38K +$203 +4 +0.5%