We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
251
Caldwell Trust
Florida
$86.8K
ADL
252
Asset Dedication LLC
California
$80K -$37.8K -524 -33%
HIA
253
Harbor Investment Advisory
Maryland
$79K +$12.6K +174 +19%
APC
254
Aspire Private Capital
North Carolina
$76K
CCM
255
Cribstone Capital Management
Maine
$75K -$1.45K -20 -2%
PFG
256
Piershale Financial Group
Illinois
$71K +$69.3K +960 New
AF
257
Advisornet Financial
Minnesota
$70K -$578 -8 -0.8%
IA
258
IFP Advisors
Florida
$66K -$5.34K -74 -8%
HR
259
Howe & Rusling
New York
$63K -$9.39K -130 -13%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$63K
BWP
261
Baldwin Wealth Partners
Massachusetts
$61K -$27.3K -378 -31%
AIA
262
Arcadia Investment Advisors
Idaho
$57.4K
ACA
263
Aptus Capital Advisors
Alabama
$51K +$7.95K +110 +18%
ATC
264
Adirondack Trust Company
New York
$44K
WEC
265
Winslow Evans & Crocker
Massachusetts
$44K
APA
266
American Portfolios Advisors
New York
$39.6K
FWM
267
Focused Wealth Management
New York
$34K
FHA
268
First Horizon Advisors
Tennessee
$29K +$5.49K +76 +23%
Fidelity Investments
269
Fidelity Investments
Massachusetts
$26K
GEA
270
Glen Eagle Advisors
New Jersey
$25.7K
AA
271
Advisory Alpha
Michigan
$25K +$23.8K +330 New
FFC
272
Fure Financial Corporation
Minnesota
$24K +$23.8K +330 New
TC
273
Trust Company
Kansas
$18K
FRA
274
Front Row Advisors
California
$17K +$4.33K +60 +40%
CAAS
275
Capital Asset Advisory Services
Michigan
$16K -$9.1K -126 -36%