We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
226
Birchbrook
Maine
$642K -$1.02M -8,427 -60%
MWM
227
Modera Wealth Management
New Jersey
$629K +$2.18K +18 +0.3%
Comerica Bank
228
Comerica Bank
Texas
$626K -$18.7K -154 -3%
LI
229
LRI Investments
Florida
$624K +$658K +5,430 New
WWM
230
WJ Wealth Management
Arizona
$620K
WCFA
231
Walkner Condon Financial Advisors
Wisconsin
$614K
SCM
232
SCS Capital Management
Massachusetts
$607K +$640K +5,283 New
WFA
233
West Financial Advisors
Iowa
$599K -$8.49K -70 -1%
PA
234
Pinnacle Associates
New York
$597K +$143K +1,178 +29%
TWM
235
TriaGen Wealth Management
California
$596K +$1.58K +13 +0.3%
KDA
236
Kraft Davis & Associates
Missouri
$594K
BCI
237
Brinker Capital Investments
Pennsylvania
$591K +$158K +1,305 +34%
OPS
238
Orion Portfolio Solutions
Nebraska
$591K +$158K +1,305 +34%
FCAS
239
First Command Advisory Services
Texas
$586K -$9.94K -82 -2%
SPC
240
Sigma Planning Corp
Michigan
$583K -$2.42K -20 -0.4%
ML
241
McAdam LLC
Pennsylvania
$581K +$54.9K +453 +10%
BJL
242
Brighton Jones LLC
Washington
$581K -$62.9K -519 -9%
MFG
243
Merit Financial Group
Georgia
$581K
SWM
244
Silverlake Wealth Management
Vermont
$581K -$77.8K -642 -11%
PMG
245
ProVise Management Group
Florida
$577K -$20.2K -167 -3%
GL
246
Graypoint LLC
New York
$576K
RWM
247
Riverbend Wealth Management
South Carolina
$574K
Brown Advisory
248
Brown Advisory
Maryland
$574K
TCM
249
TruNorth Capital Management
Michigan
$567K
MF
250
Meridian Financial
Massachusetts
$565K -$12.1K -100 -2%