We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
376
Capital Advisors Wealth Management
Washington
$263K -$4.99K -36 -2%
HPM
377
Hoxton Planning & Management
West Virginia
$261K +$50.3K +363 +23%
MAC
378
Mason & Associates (California)
California
$260K
IWP
379
IAG Wealth Partners
Wisconsin
$259K
JCA
380
January Capital Advisors
California
$259K +$272K +1,960 New
GA
381
Goldstein Advisors
Wisconsin
$259K +$6.79K +49 +3%
AWP
382
Axis Wealth Partners
Rhode Island
$258K -$23.6K -170 -8%
JWA
383
JFS Wealth Advisors
Pennsylvania
$253K
BCI
384
Brinker Capital Investments
Pennsylvania
$253K -$508K -3,663 -66%
MHC
385
May Hill Capital
Massachusetts
$253K
WTFG
386
Wood Tarver Financial Group
Idaho
$252K +$277 +2 +0.1%
CP
387
Creekside Partners
California
$247K
Susquehanna International Group
388
Susquehanna International Group
Pennsylvania
$247K -$2.86M -20,646 -92%
UCFA
389
United Capital Financial Advisors
Texas
$245K +$13K +94 +5%
FI
390
Financial Insights
Washington
$243K
AQR Capital Management
391
AQR Capital Management
Connecticut
$238K +$250K +1,803 New
FM
392
Family Management
New York
$238K +$15.5K +112 +7%
RWM
393
Refined Wealth Management
Utah
$236K -$3.47K -25 -1%
PFA
394
Pathway Financial Advisors
Vermont
$235K
DC
395
Davenport & Co
Virginia
$234K
PCM
396
Pointe Capital Management
Michigan
$231K
SF
397
Summit Financial
New Jersey
$230K -$139 -1 -0.1%
LOWM
398
Laurel Oak Wealth Management
New Jersey
$230K -$15.8K -114 -6%
ES
399
Eagle Strategies
New York
$229K +$6.93K +50 +3%
AO
400
Advisor OS
Illinois
$229K +$2.36K +17 +1%