We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
226
Trust Company of Vermont
Vermont
$402K +$12.3K +140 +3%
WLIM
227
White Lighthouse Investment Management
Massachusetts
$401K +$147K +1,672 +51%
PFA
228
Pathway Financial Advisors
Vermont
$399K +$24.9K +284 +6%
OC
229
Oppenheimer & Co
New York
$395K +$21.9K +250 +5%
RC
230
RegentAtlantic Capital
New Jersey
$393K
CFA
231
CWS Financial Advisors
Michigan
$390K +$790 +9 +0.2%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$387K +$366K +4,171 +662%
SG
233
StoneX Group
New York
$384K +$127K +1,452 +44%
FCI
234
Financial Counselors Inc
Kansas
$383K +$16.2K +185 +4%
TFS
235
Thoroughbred Financial Services
Tennessee
$379K -$837K -9,534 -67%
APG
236
Abacus Planning Group
South Carolina
$379K +$90.8K +1,034 +28%
KNW
237
Kesler Norman & Wride
Utah
$376K -$3.69K -42 -0.9%
TWM
238
TriaGen Wealth Management
California
$376K +$9.48K +108 +2%
MFS
239
McNamara Financial Services
Massachusetts
$372K -$3.86K -44 -0.9%
PHIC
240
Pine Haven Investment Counsel
Massachusetts
$371K +$263 +3 +0.1%
CW
241
CreativeOne Wealth
Kansas
$370K +$40.2K +458 +11%
AWA
242
Arete Wealth Advisors
Illinois
$369K +$152K +1,726 +31%
BFS
243
Bard Financial Services
Connecticut
$363K
HCM
244
Hengehold Capital Management
Ohio
$363K +$8.87K +101 +2%
WT
245
Whittier Trust
California
$362K
JIC
246
Johnson Investment Counsel
Ohio
$359K +$17.6K +200 +5%
T
247
TCWP
Ohio
$354K -$6.85K -78 -2%
TWM
248
Tradition Wealth Management
Minnesota
$348K +$11.6K +132 +3%
SFG
249
Sage Financial Group
Pennsylvania
$346K +$377K +4,293 New
PCFFS
250
Pacific Center for Financial Services
California
$345K +$263 +3 +0.1%