We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
251
Merit Financial Group
Georgia
$587K -$32.3K -280 -5%
ML
252
McAdam LLC
Pennsylvania
$578K +$98.2K +851 +22%
EWA
253
EP Wealth Advisors
California
$578K -$2.08K -18 -0.4%
KNW
254
Kesler Norman & Wride
Utah
$561K
PBO
255
Peoples Bank (Ohio)
Ohio
$555K -$52.5K -455 -9%
HNB
256
Huntington National Bank
Ohio
$552K
TAM
257
Trillium Asset Management
Massachusetts
$551K
PFM
258
Peak Financial Management
Massachusetts
$545K -$24.2K -210 -4%
WA
259
Waverly Advisors
Alabama
$539K -$28.8K -250 -5%
FCI
260
Financial Counselors Inc
Kansas
$529K -$461 -4 -0.1%
WWM
261
Western Wealth Management
Colorado
$527K -$10.4K -90 -2%
SFG
262
Sage Financial Group
Pennsylvania
$523K +$692 +6 +0.1%
NB
263
NBT Bank
New York
$520K -$923 -8 -0.2%
PCFFS
264
Pacific Center for Financial Services
California
$519K +$577 +5 +0.1%
AM
265
AGF Management
Ontario, Canada
$518K
JIC
266
Johnson Investment Counsel
Ohio
$517K +$19K +165 +4%
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$509K -$72.1K -625 -13%
PAA
268
Peregrine Asset Advisers
Oregon
$493K
PIM
269
Progressive Investment Management
Oregon
$481K
WCF
270
West Coast Financial
California
$481K
SFG
271
SNS Financial Group
Minnesota
$478K -$21.8K -189 -5%
BC
272
Brio Consultants
California
$455K +$90.2K +782 +26%
NSIM
273
North Star Investment Management
Illinois
$455K
AGA
274
Arkos Global Advisors
Texas
$446K
WCG
275
Weaver Consulting Group
California
$443K