We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Colonial Trust Advisors
401
Colonial Trust Advisors
South Carolina
$65.3K – – –
IRC
402
Investors Research Corp
Georgia
$59.6K +$8.58K +92 +18%
CMP
403
Coston McIsaac & Partners
Maine
$57K +$466 +5 +0.9%
AssetMark Inc
404
AssetMark Inc
California
$57K +$52.9K +567 New
Valley National Advisers
405
Valley National Advisers
Pennsylvania
$56K – – –
First Manhattan
406
First Manhattan
New York
$54.1K – – –
Whittier Trust
407
Whittier Trust
California
$53.4K -$168K -1,803 -77%
Aptus Capital Advisors
408
Aptus Capital Advisors
Alabama
$52.9K – – –
Guardian Wealth Advisors (North Carolina)
409
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.9K – – –
Private Trust Company
410
Private Trust Company
Ohio
$52.6K – – –
Advisornet Financial
411
Advisornet Financial
Minnesota
$51.1K -$62.9K -674 -57%
RPCA
412
Running Point Capital Advisors
California
$49.8K – – –
Northwest Financial Advisors
413
Northwest Financial Advisors
Virginia
$45.9K +$42.6K +457 New
PCMC
414
Private Capital Management (Colorado)
Colorado
$45.6K – – –
D.J. St. Germain
415
D.J. St. Germain
Massachusetts
$43.3K +$40.2K +431 New
DFA
416
DHJJ Financial Advisors
Illinois
$39.2K – – –
Punch & Associates Investment Management
417
Punch & Associates Investment Management
Minnesota
$38.7K -$2.33K -25 -6%
Focused Wealth Management
418
Focused Wealth Management
New York
$38.7K +$280 +3 +0.8%
MIM
419
Macroview Investment Management
Maryland
$38.4K – – –
Larson Financial Group
420
Larson Financial Group
Missouri
$37.9K +$93 +1 +0.3%
DWMG
421
DB Wealth Management Group
California
$35.8K – – –
Valley Wealth Managers
422
Valley Wealth Managers
New Jersey
$35.2K – – –
WWM
423
Wolff Wiese Magana
California
$33.2K – – –
CAM
424
Clarity Asset Management
Iowa
$30K +$27.8K +298 New
NBC Securities
425
NBC Securities
Alabama
$27K +$4.66K +50 +23%