We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCP
351
Hexagon Capital Partners
Arkansas
$3K
WIM
352
Westside Investment Management
California
$1.17K -$67.8K -795 -6%
PMFA
353
Plante Moran Financial Advisors
Michigan
$1K
Rockefeller Capital Management
354
Rockefeller Capital Management
New York
$1K +$1.79K +21 New
FI
355
FormulaFolio Investments
Michigan
-$3.15M -38,233 Closed
Barclays
356
Barclays
United Kingdom
-$3.1M -37,630 Closed
LNWWM
357
Laird Norton Wetherby Wealth Management
California
-$1.69M -20,546 Closed
CRCM
358
Corbett Road Capital Management
Virginia
-$404K -4,911 Closed
LFA
359
Legacy Financial Advisors
Kentucky
-$387K -4,694 Closed
MCWS
360
McKinley Carter Wealth Services
West Virginia
-$299K -3,627 Closed
FFN
361
Focus Financial Network
Minnesota
-$235K -2,859 Closed
FPF
362
First Pacific Financial
Washington
-$234K -2,843 Closed
BWM
363
BerganKDV Wealth Management
Minnesota
-$226K -2,740 Closed
BSSFA
364
Baron Silver Stevens Financial Advisors
Florida
-$181K -2,206 Closed
TPWA
365
TRUE Private Wealth Advisors
Oregon
-$152K -1,848 Closed
LWCFA
366
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$69K -840 Closed
PWPS
367
Pinnacle Wealth Planning Services
Ohio
-$20K -238 Closed
TWA
368
TCI Wealth Advisors
Arizona
-$7K -84 Closed
BWA
369
Burt Wealth Advisors
Maryland
-$2K -26 Closed
KC
370
Kinloch Capital
Virginia
-$2K -20 Closed