We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
226
Marks Group Wealth Management
Minnesota
$753K
SWM
227
Silverlake Wealth Management
Vermont
$744K -$88.9K -602 -11%
PMG
228
ProVise Management Group
Florida
$737K
BJL
229
Brighton Jones LLC
Washington
$737K -$19K -129 -3%
PFPG
230
Pinnacle Financial Partners (Georgia)
Georgia
$735K +$148 +1 +0%
Vontobel Holding
231
Vontobel Holding
Switzerland
$732K -$10.2K -69 -1%
TWM
232
TriaGen Wealth Management
California
$732K -$18.8K -127 -3%
FWI
233
Facet Wealth Inc
Maryland
$729K -$7.24K -49 -1%
KNW
234
Kesler Norman & Wride
Utah
$719K
CFA
235
CWS Financial Advisors
Michigan
$710K +$27.8K +188 +4%
KDA
236
Kraft Davis & Associates
Missouri
$706K
WFA
237
West Financial Advisors
Iowa
$703K -$5.46K -37 -0.8%
WCM
238
WealthBridge Capital Management
Ohio
$703K
Thrivent Financial for Lutherans
239
Thrivent Financial for Lutherans
Minnesota
$700K -$118K -797 -15%
GSWM
240
Greenup Street Wealth Management
Michigan
$697K -$525K -3,557 -44%
CFFNO
241
Common Fund For Nonprofit Organizations
Connecticut
$692K -$20.8K -141 -3%
AM
242
AGF Management
Ontario, Canada
$679K -$88.6K -600 -12%
AF
243
ASL Financial
California
$678K
SFG
244
Sage Financial Group
Pennsylvania
$677K +$443 +3 +0.1%
UBS AM
245
UBS AM
Illinois
$677K
TWA
246
Talisman Wealth Advisors
New Jersey
$675K +$678K +4,590 New
JIC
247
Johnson Investment Counsel
Ohio
$674K +$12.6K +85 +2%
Bank Julius Baer & Co
248
Bank Julius Baer & Co
Switzerland
$658K +$16.8K +114 +3%
OFG
249
Opulen Financial Group
Virginia
$658K +$886 +6 +0.1%
TCOV
250
Trust Company of Vermont
Vermont
$656K +$628K +4,253 New