We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KNW
251
Kesler Norman & Wride
Utah
$650K
BC
252
Brio Consultants
California
$647K -$3.87K -28 -0.6%
WFA
253
West Financial Advisors
Iowa
$644K -$4.42K -32 -0.7%
MPIM
254
McGinn Penninger Investment Management
Virginia
$639K -$196K -1,420 -24%
SAI
255
Savvy Advisors Inc
New York
$637K -$2.62K -19 -0.4%
WCM
256
WealthBridge Capital Management
Ohio
$634K
RIS
257
Richmond Investment Services
Wisconsin
$630K
MCM
258
MAI Capital Management
Ohio
$622K -$38.2K -277 -6%
CFA
259
CWS Financial Advisors
Michigan
$622K +$967 +7 +0.2%
Bank Julius Baer & Co
260
Bank Julius Baer & Co
Switzerland
$621K -$748K -5,419 -55%
AAS
261
Ameritas Advisory Services
Nebraska
$618K +$612K +4,434 New
AF
262
ASL Financial
California
$613K +$618K +4,476 New
SFG
263
Sage Financial Group
Pennsylvania
$611K +$414 +3 +0.1%
SG
264
Sharper & Granite
California
$606K +$14.5K +105 +2%
FCAS
265
First Command Advisory Services
Texas
$601K +$26.1K +189 +5%
MF
266
Meridian Financial
Massachusetts
$599K
JIC
267
Johnson Investment Counsel
Ohio
$597K
OFG
268
Opulen Financial Group
Virginia
$592K +$8.15K +59 +1%
WWM
269
Western Wealth Management
Colorado
$584K +$49.6K +359 +9%
TCOV
270
Trust Company of Vermont
Vermont
$581K +$2.21K +16 +0.4%
MCM
271
Mill Capital Management
North Carolina
$578K +$311K +2,250 +118%
PCFFS
272
Pacific Center for Financial Services
California
$578K
RWM
273
Ritholtz Wealth Management
New York
$571K -$5.8K -42 -1%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$559K
PIM
275
Progressive Investment Management
Oregon
$557K