We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
201
Foundations Investment Advisors
Arizona
$584K +$66.6K +828 +14%
LWA
202
Lenox Wealth Advisors
New York
$582K +$216K +2,681 +62%
MFW
203
Meristem Family Wealth
Minnesota
$581K +$564K +7,012 New
PWAG
204
Polaris Wealth Advisory Group
California
$567K +$73.5K +913 +15%
RW
205
Rede Wealth
Virginia
$561K -$7.64K -95 -1%
RIA
206
Regal Investment Advisors
Michigan
$559K +$544K +6,755 New
AIP
207
Ameritas Investment Partners
Nebraska
$554K +$43.5K +541 +9%
CFG
208
Cooper Financial Group
California
$538K -$114K -1,420 -18%
CCP
209
Cardan Capital Partners
Colorado
$534K +$519K +6,444 New
KNW
210
Kesler Norman & Wride
Utah
$522K – – –
TA
211
Tiedemann Advisors
New York
$514K -$30.3K -376 -6%
Prudential Financial
212
Prudential Financial
New Jersey
$512K -$341K -4,234 -41%
PWM
213
Perigon Wealth Management
California
$503K +$489K +6,072 New
VWA
214
VERITY Wealth Advisors
United States
$487K -$69.9K -869 -13%
FFA
215
First Foundation Advisors
California
$472K +$126K +1,570 +38%
GDP
216
Great Diamond Partners
Maine
$471K +$111K +1,377 +32%
APW
217
Aurora Private Wealth
New Jersey
$466K +$2.25K +28 +0.5%
CAS
218
Cascadia Advisory Services
Oregon
$466K +$12.2K +152 +3%
WA
219
Wealth Alliance
New York
$466K +$453K +5,624 New
BS
220
Banco Santander
Spain
$464K -$193K -2,400 -30%
FFG
221
Frisch Financial Group
New York
$464K +$966 +12 +0.2%
WFA
222
West Financial Advisors
Iowa
$463K +$83K +1,032 +23%
PA
223
Parkside Advisors
California
$459K +$80 +1 +0%
CC
224
Callan Capital
California
$456K -$67.4K -838 -13%
Cerity Partners
225
Cerity Partners
New York
$450K +$12.1K +150 +3%