Want to track DSI and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
iShares MSCI KLD 400 Social ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 David Millar Gen-Wealth Partners Inc | 2,574 | $264,358.86 | $363,410.19 | $99,051.33 | 37.47% |
 Jade Eagles WEALTHGARDEN F.S. LLC | 3,218 | $352,697.9 | $454,993.02 | $102,295.12 | 29% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 944 | $114,403 | $133,472.16 | $19,069.16 | 16.67% |
 Winfried Buchbauer Erste Asset Management GmbH | 36,621 | $4.02M | $5.17M | $1.15M | 28.65% |
 Brandt Sakakeeny Rockingstone Advisors LLC | 3,991 | $307,048.37 | $557,861.98 | $250,813.61 | 81.69% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 2,835 | $258,151 | $400,259.47 | $142,108.47 | 55.05% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 7,266 | $935,448.14 | $1.02M | $89,493.82 | 9.57% |
 Jonathan R. Weatherly Concord Asset Management, LLC/VA | 2,030 | $216,274.56 | $286,605.55 | $70,330.99 | 32.52% |
 Matthew Richmond Richmond Investment Services, LLC | 2,398 | $286,547.95 | $338,561.63 | $52,013.68 | 18.15% |
 Gregory A. Brown Brown Financial Advisors | 2,352 | $245,102.46 | $331,773.12 | $86,670.66 | 35.36% |
 JAMES ELIOS Elios Financial Group Inc. | 15,037 | $1.64M | $2.12M | $485,265.4 | 29.66% |
 Cass A. Gilbert Gilbert Capital Group, Inc. | 41,527 | $4.83M | $5.88M | $1.05M | 21.64% |
 Teresa Coleman Creekside Partners | 24,517 | $2.55M | $3.46M | $910,793.91 | 35.76% |
 Taryn Anderson YANKCOM Partnership | 3,203 | $353,130.91 | $451,719.09 | $98,588.18 | 27.92% |
 Andrew Snider Maiden Cove Capital, LLC | 4,836 | $487,567.04 | $682,021.08 | $194,454.04 | 39.88% |
 David Levy Diversified Enterprises LLC | 35,494 | $3.89M | $5.01M | $1.12M | 28.82% |
| AJP Andrew J. Pulsfort Wealth Advisory Team LLC | 9,586 | $1.11M | $1.35M | $238,353.39 | 21.4% |
 Millstone Evans Group LLC Millstone Evans Group LLC | 220 | $25,555 | $30,610.8 | $5,055.8 | 19.78% |
| KSB Kennebec Savings Bank Kennebec Savings Bank | 189 | $20,767.44 | $26,738.77 | $5,971.33 | 28.75% |
 Elyxium Wealth LLC Elyxium Wealth LLC | 6,257 | $806,025.75 | $870,598.98 | $64,573.23 | 8.01% |
