We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
301
Brio Consultants
California
$216K -$19.6K -230 -8%
MC
302
Moors & Cabot
Massachusetts
$211K -$9.87K -116 -4%
NCM
303
New Capital Management
Texas
$211K – – –
MCM
304
MAI Capital Management
Ohio
$211K +$340 +4 +0.1%
OWP
305
Obermeyer Wealth Partners
Colorado
$209K – – –
RTS
306
Round Table Services
New Jersey
$208K – – –
H
307
HoyleCohen
California
$207K -$14.5K -170 -6%
HG
308
Harbor Group
New Hampshire
$206K -$10K -118 -4%
MA
309
MUFG Americas
New York
$206K – – –
GPA
310
Guerra Pan Advisors
New Jersey
$205K – – –
BP
311
Ballentine Partners
Massachusetts
$202K – – –
RIS
312
Retirement Income Solutions
Michigan
$200K – – –
MFC
313
Morris Financial Concepts
South Carolina
$196K +$197K +2,313 +841%
WPWM
314
Western Pacific Wealth Management
Illinois
$192K – – –
MCM
315
Mill Capital Management
North Carolina
$188K +$211K +2,475 New
CFD
316
Creative Financial Designs
Indiana
$185K +$851 +10 +0.4%
NSIM
317
North Star Investment Management
Illinois
$183K – – –
APA
318
American Portfolios Advisors
New York
$177K +$43.2K +508 +28%
SWM
319
Spire Wealth Management
Virginia
$177K -$143K -1,685 -42%
IWP
320
IAG Wealth Partners
Wisconsin
$177K -$21.7K -255 -10%
FCG
321
Financial Connections Group
California
$175K – – –
CCM
322
Cribstone Capital Management
Maine
$174K -$7.32K -86 -4%
S
323
SignatureFD
Georgia
$173K – – –
CS
324
Credit Suisse
Switzerland
$170K +$20.3K +239 +12%
AWM
325
AllSquare Wealth Management
New York
$168K – – –
11 12
13
14 15