We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
276
Cribstone Capital Management
Maine
$270K -$23.2K -235 -8%
CCFCSB
277
Cape Cod Five Cents Savings Bank
Massachusetts
$270K -$16K -162 -5%
NCM
278
New Capital Management
Texas
$270K +$275K +2,780 New
MA
279
MJP Associates
Connecticut
$266K +$33.4K +338 +14%
PJSIMP
280
P.J. Schmidt Investment Management (PJS)
Wisconsin
$265K +$2.47K +25 +1%
WLIM
281
White Lighthouse Investment Management
Massachusetts
$265K +$4.45K +45 +2%
LI
282
LVZ Inc
Michigan
$262K -$2.08K -21 -0.8%
MA
283
MUFG Americas
New York
$261K
NSIM
284
North Star Investment Management
Illinois
$261K +$49.4K +500 +23%
AMM
285
American Money Management
California
$258K +$266K +2,692 New
PCA
286
Personal Capital Advisors
California
$257K -$2.77K -28 -1%
BP
287
Ballentine Partners
Massachusetts
$255K
LWCFA
288
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$252K +$259K +2,625 New
SAM
289
Secure Asset Management
Michigan
$251K +$11.2K +113 +5%
RTC
290
Riverview Trust Company
Washington
$250K
HG
291
Harbor Group
New Hampshire
$249K +$256K +2,593 New
LA
292
LexAurum Advisors
Kansas
$247K
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$244K
D
294
Diversified
Delaware
$242K -$46.1K -467 -16%
SG
295
StoneX Group
New York
$241K
RA
296
RFG Advisory
Alabama
$240K -$33.4K -338 -12%
HWA
297
HCR Wealth Advisors
California
$240K
RG
298
Retirement Group
California
$237K +$34.6K +350 +17%
APW
299
Austin Private Wealth
Texas
$236K -$21.4K -217 -8%
TFS
300
Thoroughbred Financial Services
Tennessee
$236K +$244K +2,467 New