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STOCK TICKER:
ISHARES KLD 400 SOCI   (ticker: DSI)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
HM PAYSON & CO 2,490 0 New Buy 2020-06-30
J P MORGAN CHASE & CO 668,962 697,134 4% 2020-03-31
Betterment LLC 563,614 659,811 15% 2020-03-31
ENVESTNET ASSET MANAGEMENT INC 369,403 258,381 43% 2020-03-31
UBS Group AG 250 282,379 100% 2020-03-31
Personal Capital Advisors Corp 166,105 146,293 14% 2020-03-31
Bank of New York Mellon CORP 156,168 140,115 11% 2020-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 136,809 125,195 9% 2020-03-31
WELLS FARGO & CO/MN 131,697 176,136 25% 2020-03-31
US BANCORP DE 111,099 0 New Buy 2020-03-31
LPL Financial CORP 106,109 97,527 9% 2020-03-31
Mariner Wealth Advisors, LLC 96,975 92,987 4% 2020-03-31
ETRADE Capital Management LLC 91,627 85,038 8% 2020-03-31
Creative Planning 82,608 104,473 21% 2020-03-31
Frontier Wealth Management LLC 60,515 56,742 7% 2020-03-31
Susquehanna International Group, LLP 59,957 23,455 156% 2020-03-31
FIDUCIARY TRUST CO 54,288 51,211 6% 2020-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 49,792 42,393 17% 2020-03-31
AMERITAS INVESTMENT CORP 49,107 46,599 5% 2020-03-31
SEI INVESTMENTS CO 48,428 61,115 21% 2020-03-31
Raymond James Financial Services Advisors, Inc. 45,366 40,315 13% 2020-03-31
Wealthsimple US, Ltd. 4,554 0 New Buy 2020-03-31
Parallel Advisors, LLC 39,873 49,931 20% 2020-03-31
C-J Advisory, Inc 36,759 32,109 14% 2020-03-31
TRILLIUM ASSET MANAGEMENT CORP 36,465 28,884 26% 2020-03-31
RAYMOND JAMES & ASSOCIATES 35,070 33,933 3% 2020-03-31
Baystate Wealth Management LLC 33,973 28,376 20% 2020-03-31
Litman Gregory Asset Management LLC 33,387 25,392 31% 2020-03-31
Geller Family Office Services, LLC 30,165 25,035 20% 2020-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 29,037 19,709 47% 2020-03-31
MML INVESTORS SERVICES, LLC 27,379 23,049 19% 2020-03-31
EASTERN BANK 27,134 0 New Buy 2020-03-31
Dorsey & Whitney Trust CO LLC 25,749 27,706 7% 2020-03-31
Manchester Capital Management LLC 24,937 11,273 121% 2020-03-31
HighTower Advisors, LLC 22,509 21,426 5% 2020-03-31
Private Advisor Group, LLC 22,305 41,904 47% 2020-03-31
Chevy Chase Trust Holdings, Inc. 22,000 22,000 No Change 2020-03-31
BAILARD, INC. 20,924 22,280 6% 2020-03-31
Gibson Capital Management, Ltd. 20,562 20,462 0% 2020-03-31
DEUTSCHE BANK AG 20,512 20,712 1% 2020-03-31
Financial Network 19,958 5,824 243% 2020-03-31
Strategic Point Investment Advisors, LLC 18,587 18,232 2% 2020-03-31
YCMNET ADVISORS INC 18,211 29,328 38% 2020-03-31
Cribstone Capital Management, LLC 18,208 16,836 8% 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 17,980 0 New Buy 2020-03-31
Johnson Financial Group, Inc. 17,832 17,503 2% 2020-03-31
Shepherd Financial Partners LLC 16,771 20,394 18% 2020-03-31
Financeware, Inc. 16,494 13,386 23% 2020-03-31
MERCER GLOBAL ADVISORS INC /ADV 16,397 13,212 24% 2020-03-31
Columbia Trust Co 01012016 16,166 11,906 36% 2020-03-31
Evercore Wealth Management, LLC 15,883 15,883 No Change 2020-03-31
Financial Insights, Inc. 15,379 15,128 2% 2020-03-31
KEYBANK NATIONAL ASSOCIATION/OH 15,243 21,208 28% 2020-03-31
Adviser Investments LLC 15,144 14,495 4% 2020-03-31
Mandatum Life Insurance Co Ltd 15,010 15,010 No Change 2020-03-31
BRINKER CAPITAL INC 14,600 12,704 15% 2020-03-31
Strategic Wealth Advisors Group,Inc. 14,553 12,604 15% 2020-03-31
DeDora Capital, Inc. 14,130 14,062 0% 2020-03-31
REGENTATLANTIC CAPITAL LLC 14,113 13,699 3% 2020-03-31
BRONFMAN E.L. ROTHSCHILD, L.P. 13,712 13,638 1% 2020-03-31
Sontag Advisory, LLC 13,712 0 New Buy 2020-03-31
BALASA DINVERNO & FOLTZ LLC 13,656 13,428 2% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,487 13,053 3% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 3,286 2,981 10% 2020-03-31
LINCOLN NATIONAL CORP 13,211 16,865 22% 2020-03-31
Bangor Savings Bank 12,917 12,314 5% 2020-03-31
CLS INVESTMENT FIRM, LLC 12,560 13,008 3% 2020-03-31
Personal Wealth Partners 11,967 11,967 No Change 2020-03-31
BLAIR WILLIAM & CO/IL 11,962 11,268 6% 2020-03-31
Bremer Bank National Association 11,569 11,569 No Change 2020-03-31
Main Management LLC 11,447 13,193 13% 2020-03-31
Brookstone Capital Management 11,070 6,202 78% 2020-03-31
Princeton Global Asset Management LLC 11,000 0 New Buy 2020-03-31
Amerivest Investment Management LLC 10,903 3,874 181% 2020-03-31
Gradient Investments LLC 10,727 9,892 8% 2020-03-31
Patriot Financial Group Insurance Agency, LLC 10,296 6,594 56% 2020-03-31
Accredited Investors Inc. 9,425 6,725 40% 2020-03-31
Hilltop Holdings Inc. 9,328 0 New Buy 2020-03-31
Brio Consultants, LLC 8,805 8,789 0% 2020-03-31
Buckingham Asset Management, LLC 8,764 8,764 No Change 2020-03-31
WEALTHSOURCE PARTNERS, LLC 8,668 3,002 189% 2020-03-31
Watson Rebecca 8,466 6,239 36% 2020-03-31
Trellis Advisors, LLC 8,025 7,169 12% 2020-03-31
BBR PARTNERS, LLC 7,894 7,642 3% 2020-03-31
Arbor Investment Advisors, LLC 7,870 7,953 1% 2020-03-31
H D Vest Advisory Services 7,634 7,593 1% 2020-03-31
White Lighthouse Investment Management Inc. 7,573 2,808 170% 2020-03-31
BTIM Corp. 7,448 7,493 1% 2020-03-31
Van Hulzen Asset Management, LLC 7,092 1,677 323% 2020-03-31
ALTFEST L J & CO INC 6,765 4,911 38% 2020-03-31
RAYMOND JAMES TRUST CO 6,437 6,257 3% 2020-03-31
Investors Research Corp 6,410 2,635 143% 2020-03-31
WHITTIER TRUST CO 6,275 6,060 4% 2020-03-31
Community Financial Services Group, LLC 6,216 5,841 6% 2020-03-31
Chicago Partners Investment Group LLC 6,078 6,060 0% 2020-03-31
Baker Avenue Asset Management, LP 5,943 9,104 35% 2020-03-31
Tempus Wealth Planning, LLC 5,914 5,395 10% 2020-03-31
Braun-Bostich & Associates Inc. 5,813 343 1,595% 2020-03-31
ProVise Management Group, LLC 5,677 5,877 3% 2020-03-31
Schneider Downs Wealth Management Advisors, LP 5,600 0 New Buy 2020-03-31
CAPTRUST FINANCIAL ADVISORS 5,555 0 New Buy 2020-03-31
FIFTH THIRD BANCORP 5,527 5,527 No Change 2020-03-31
Grubman Wealth Management 5,499 1,904 189% 2020-03-31
FORBES J M & CO LLP 5,492 15,473 65% 2020-03-31
Atlantic Trust Group, LLC 5,430 0 New Buy 2020-03-31
BANK OF MONTREAL /CAN/ 5,419 8,355 35% 2020-03-31
CITIGROUP INC 5,334 5,241 2% 2020-03-31
Baird Financial Group, Inc. 5,334 0 New Buy 2020-03-31
Barrett Asset Management, LLC 5,291 5,541 5% 2020-03-31
Paracle Advisors, LLC 5,288 0 New Buy 2020-03-31
Buffington Mohr McNeal 5,109 5,109 No Change 2020-03-31
Merriman Wealth Management, LLC 5,029 5,029 No Change 2020-03-31
Miracle Mile Advisors, LLC 4,963 4,913 1% 2020-03-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 4,919 0 New Buy 2020-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,885 0 New Buy 2020-03-31
PUTNAM FL INVESTMENT MANAGEMENT CO 4,855 0 New Buy 2020-03-31
Partnervest Advisory Services LLC 4,743 1,791 165% 2020-03-31
Harfst & Associates, Inc. 4,721 4,671 1% 2020-03-31
PEOPLES BANK NATIONAL ASSOCIATION 4,710 5,025 6% 2020-03-31
Neumann Capital Management, LLC 4,685 3,695 27% 2020-03-31
ZEVENBERGEN CAPITAL INVESTMENTS LLC 4,678 5,278 11% 2020-03-31
Boston Standard Wealth Management, LLC 4,602 4,718 2% 2020-03-31
Western Wealth Management, LLC 4,487 11,919 62% 2020-03-31
FRANKLIN RESOURCES INC 4,345 4,345 No Change 2020-03-31
Acropolis Investment Management, LLC 4,312 4,312 No Change 2020-03-31
Willow Creek Wealth Management Inc. 4,232 4,417 4% 2020-03-31
PROEQUITIES, INC. 4,229 3,914 8% 2020-03-31
MASSMUTUAL TRUST CO FSB/ADV 4,220 0 New Buy 2020-03-31
THRIVENT FINANCIAL FOR LUTHERANS 2,378 2,374 0% 2020-03-31
National Asset Management, Inc. 3,935 0 New Buy 2020-03-31
Private Ocean, LLC 3,859 3,860 0% 2020-03-31
PFG Financial Advisors 3,770 3,157 19% 2020-03-31
Multi-Financial Securities Corp 3,711 3,265 14% 2020-03-31
Callan Capital, LLC 3,684 3,776 2% 2020-03-31
MainStreet Investment Advisors LLC 3,630 4,220 14% 2020-03-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,570 3,570 No Change 2020-03-31
Private Capital Group, LLC 3,515 3,469 1% 2020-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 3,455 3,984 13% 2020-03-31
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3,406 3,406 No Change 2020-03-31
Silversage Advisors 3,305 2,015 64% 2020-03-31
New England Professional Planning Group Inc. 3,244 3,244 No Change 2020-03-31
Allen Capital Group, LLC 3,192 3,192 No Change 2020-03-31
Valmark Advisers, Inc. 3,090 3,090 No Change 2020-03-31
Trexquant Investment LP 3,030 0 New Buy 2020-03-31
Personal Resources Investment & Strategic Management, Inc. 2,993 2,384 26% 2020-03-31
Cooper Financial Group 2,956 2,956 No Change 2020-03-31
Well Done, LLC 2,879 0 New Buy 2020-03-31
Frisch Financial Group, Inc. 2,845 2,835 0% 2020-03-31
Wealthcare Advisory Partners LLC 2,838 2,581 10% 2020-03-31
AFFINIA FINANCIAL GROUP, LLC 2,779 0 New Buy 2020-03-31
HPM Partners LLC 2,777 2,793 1% 2020-03-31
Bartlett & Co. LLC 2,758 0 New Buy 2020-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2,725 2,725 No Change 2020-03-31
Arlington Financial Advisors, LLC 2,719 2,602 4% 2020-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 2,701 2,396 13% 2020-03-31
OPPENHEIMER & CO INC 2,620 2,620 No Change 2020-03-31
Integrated Wealth Concepts LLC 2,568 0 New Buy 2020-03-31
Foundations Investment Advisors, LLC 2,508 0 New Buy 2020-03-31
Blume Capital Management, Inc. 2,496 2,496 No Change 2020-03-31
BerganKDV Wealth Management, LLC 2,477 2,477 No Change 2020-03-31
Harborview Advisors, LLC 2,467 2,485 1% 2020-03-31
CAPITAL ONE FINANCIAL CORP 2,438 0 New Buy 2020-03-31
Bigelow Investment Advisors, LLC 2,420 2,260 7% 2020-03-31
Titus Wealth Management 2,419 2,215 9% 2020-03-31
Aevitas Wealth Management, Inc. 2,386 2,383 0% 2020-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 2,367 2,402 1% 2020-03-31
COLONY GROUP LLC 2,357 2,357 No Change 2020-03-31
CRA Financial Services, LLC 2,304 2,304 No Change 2020-03-31
Steward Partners Investment Advisory, LLC 2,231 2,189 2% 2020-03-31
Lowe fs, LLC 2,183 2,183 No Change 2020-03-31
Robert Brooke Zevin Associates, Inc. 2,163 0 New Buy 2020-03-31
GOULD ASSET MANAGEMENT LLC /CA/ 2,159 3,199 33% 2020-03-31
WoodTrust Financial Corp 2,127 2,114 1% 2020-03-31
Janney Montgomery Scott LLC 2,123 2,566 17% 2020-03-31
AdvisorNet Financial, Inc 2,118 2,114 0% 2020-03-31
VERITY Wealth Advisors 2,112 2,112 No Change 2020-03-31
greenwich Wealth Management LLC 2,094 2,094 No Change 2020-03-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 2,071 2,071 No Change 2020-03-31
Banco Santander, S.A. 2,000 0 New Buy 2020-03-31
Lenox Wealth Advisors, Inc. 1,959 1,959 No Change 2020-03-31
Sterling Investment Advisors, Ltd. 1,956 1,956 No Change 2020-03-31
Summit Investment Advisors, Inc. 1,954 1,031 90% 2020-03-31
Sowell Financial Services LLC 1,916 2,015 5% 2020-03-31
TRUST CO OF VERMONT 1,861 2,097 11% 2020-03-31
UNIONBANCAL CORP 1,762 1,762 No Change 2020-03-31
WHITTIER TRUST CO OF NEVADA INC 1,709 1,709 No Change 2020-03-31
JNBA Financial Advisors 1,629 1,587 3% 2020-03-31
SMITHFIELD TRUST CO 1,602 1,619 1% 2020-03-31
KBC Group NV 1,534 3,670 58% 2020-03-31
Stearns Financial Services Group 1,382 2,539 46% 2020-03-31
BESSEMER GROUP INC 1,366 1,100 24% 2020-03-31
Rockefeller Capital Management L.P. 1,199 1,049 14% 2020-03-31
Firestone Capital Management 1,178 500 136% 2020-03-31
Weaver Consulting Group 1,140 1,140 No Change 2020-03-31
Focused Wealth Management, Inc 1,127 1,160 3% 2020-03-31
NEXT Financial Group, Inc 1,124 1,124 No Change 2020-03-31
Global Retirement Partners, LLC 1,120 994 13% 2020-03-31
PITTENGER & ANDERSON INC 1,098 1,082 1% 2020-03-31
HOWE & RUSLING INC 1,075 1,215 12% 2020-03-31
PrairieView Partners, LLC 1,046 0 New Buy 2020-03-31
AllSquare Wealth Management LLC 1,034 1,034 No Change 2020-03-31
Financial Advisory Service, Inc. 1,001 1,001 No Change 2020-03-31
Affiance Financial, LLC 964 964 No Change 2020-03-31
Advisory Alpha, LLC 885 965 8% 2020-03-31
FLAGSHIP HARBOR ADVISORS, LLC 837 3,552 76% 2020-03-31
Mine & Arao Wealth Creation & Management, LLC. 832 932 11% 2020-03-31
Westside Investment Management, Inc. 800 0 New Buy 2020-03-31
BP WEALTH MANAGEMENT, LLC 788 11,013 93% 2020-03-31
Financial Architects, Inc 780 780 No Change 2020-03-31
Atlantic Trust, LLC 772 772 No Change 2020-03-31
TD Capital Management LLC 685 681 1% 2020-03-31
IFP Advisors, Inc 650 941 31% 2020-03-31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 590 0 New Buy 2020-03-31
Ancora Advisors, LLC 575 0 New Buy 2020-03-31
EPG Wealth Management LLC 500 0 New Buy 2020-03-31
Coastal Capital Group, Inc. 467 0 New Buy 2020-03-31
Financial Enhancement Group LLC 458 458 No Change 2020-03-31
MBE Wealth Management, LLC 436 0 New Buy 2020-03-31
Capital Asset Advisory Services LLC 415 1,031 60% 2020-03-31
LIBERTY WEALTH MANAGEMENT LLC 412 412 No Change 2020-03-31
Lion Street Advisors, LLC 398 0 New Buy 2020-03-31
Hudock Moyer Wealth Resources, LLC 372 370 1% 2020-03-31
ADIRONDACK TRUST CO 330 330 No Change 2020-03-31
Aptus Capital Advisors, LLC 323 323 No Change 2020-03-31
SVB Wealth Advisory, Inc. 274 274 No Change 2020-03-31
Migdal Insurance & Financial Holdings Ltd. 235 235 No Change 2020-03-31
Sandy Spring Bank 230 230 No Change 2020-03-31
BALLAST ADVISORS LLC 225 225 No Change 2020-03-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 204 0 New Buy 2020-03-31
BALDWIN BROTHERS INC/MA 200 200 No Change 2020-03-31
CFM WEALTH PARTNERS LLC 180 180 No Change 2020-03-31
HHM Wealth Advisors, LLC 156 0 New Buy 2020-03-31
Dougherty Wealth Advisers LLC 152 169 10% 2020-03-31
Ellis Investment Partners, LLC 136 135 1% 2020-03-31
Valeo Financial Advisors, LLC 130 130 No Change 2020-03-31
Emerald Investment Partners, LLC 120 0 New Buy 2020-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 105 0 New Buy 2020-03-31
S.A. Mason LLC 100 100 No Change 2020-03-31
Community Bank, N.A. 97 0 New Buy 2020-03-31
Certified Advisory Corp 67 67 No Change 2020-03-31
JACKSON SQUARE CAPITAL, LLC 64 0 New Buy 2020-03-31
Kistler-Tiffany Companies, LLC 63 63 No Change 2020-03-31
AlphaCore Capital LLC 47 0 New Buy 2020-03-31
D'Orazio & Associates, Inc. 46 46 No Change 2020-03-31
Golden State Wealth Management, LLC 21 0 New Buy 2020-03-31
Lindbrook Capital, LLC 20 20 No Change 2020-03-31
Ironwood Wealth Management, llc 18 18 No Change 2020-03-31
Asset Dedication, LLC 6 6 No Change 2020-03-31
TRUE Private Wealth Advisors 1 1 No Change 2020-03-31
Renaissance Technologies(Jim Simons) 0 4,900 Sold Out 2020-03-31
Hillstrust 0 2,050 Sold Out 2020-03-31
JOHN G ULLMAN & ASSOCIATES INC 0 3,700 Sold Out 2020-03-31
DAVIDSON D A & CO 0 2,187 Sold Out 2020-03-31
FIERA SCEPTRE INC. 0 2,534 Sold Out 2020-03-31
First Allied Advisory Services, Inc. 0 1,752 Sold Out 2020-03-31
BSW Wealth Partners 0 2,734 Sold Out 2020-03-31
EP Wealth Advisors, Inc. 0 1,792 Sold Out 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 0 45 Sold Out 2020-03-31
Sequoia Financial Advisors, LLC 0 1,959 Sold Out 2020-03-31
Stuart Chaussee & Associates, Inc. 0 555 Sold Out 2020-03-31
RPg Family Wealth Advisory, LLC 0 1,018 Sold Out 2020-03-31
Cetera Investment Advisers 0 1,699 Sold Out 2020-03-31
Edmonds Duncan Registered Investment Advisors, LLC 0 1,903 Sold Out 2020-03-31
Carnick & Kubik Group, LLC 0 2,645 Sold Out 2020-03-31
Abbrea Capital, LLC 0 1,671 Sold Out 2020-03-31
AE Wealth Management LLC 0 14,633 Sold Out 2020-03-31
CAMG Solamere Management, LLC 0 1,990 Sold Out 2020-03-31
Independent Advisor Alliance 0 12,510 Sold Out 2020-03-31
Vivaldi Capital Management, LLC 0 5,048 Sold Out 2020-03-31
Adalta Capital Management LLC 0 3,890 Sold Out 2020-03-31
Leonard Rickey Investment Advisors P.L.L.C. 0 2,023 Sold Out 2020-03-31
Financial Advocates Investment Management 0 4,699 Sold Out 2020-03-31
Rice Partnership, LLC 0 35 Sold Out 2020-03-31
Ellevest, Inc. 0 756 Sold Out 2020-03-31
ERn Financial, LLC 0 2,007 Sold Out 2020-03-31
HOWARD WEALTH MANAGEMENT, LLC 0 458 Sold Out 2020-03-31
Great Diamond Partners, LLC 0 1,904 Sold Out 2020-03-31
Anfield Capital Management, LLC 0 5,813 Sold Out 2020-03-31
Lloyd Advisory Services, LLC. 0 22 Sold Out 2020-03-31
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