We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Accredited Investors
Minnesota
$1.07M -$2.45K -54 -0.2%
CAN
27
Cetera Advisor Networks
California
$998K -$198K -4,358 -17%
DWM
28
Destination Wealth Management
California
$944K +$101K +2,216 +12%
SFP
29
Shepherd Financial Partners
Massachusetts
$922K +$902K +19,872 New
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$851K +$136K +2,998 +19%
Creative Planning
31
Creative Planning
Kansas
$848K -$226K -4,972 -21%
EWM
32
Evercore Wealth Management
New York
$842K
RJFSA
33
Raymond James Financial Services Advisors
Florida
$802K +$121K +2,668 +18%
William Blair & Company
34
William Blair & Company
Illinois
$771K
PBO
35
Peoples Bank (Ohio)
Ohio
$761K -$39.4K -868 -5%
UCFA
36
United Capital Financial Advisors
Texas
$753K +$1.45K +32 +0.2%
US Bancorp
37
US Bancorp
Minnesota
$751K -$88.5K -1,950 -11%
Truist Financial
38
Truist Financial
North Carolina
$745K +$43.7K +962 +6%
CB
39
Commerce Bank
Missouri
$732K
FHA
40
Flagship Harbor Advisors
Massachusetts
$720K +$701K +15,438 New
CA
41
Cetera Advisors
Colorado
$719K +$250K +5,498 +54%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$696K -$32.2K -710 -4%
B
43
Bailard
California
$683K +$172K +3,792 +34%
DIA
44
Dana Investment Advisors
Wisconsin
$677K +$667K +14,706 New
HighTower Advisors
45
HighTower Advisors
Illinois
$633K -$9.98K -220 -2%
RJA
46
Raymond James & Associates
Florida
$614K +$194K +4,284 +47%
APP
47
Avantax Planning Partners
Iowa
$607K +$599K +13,200 New
Northern Trust
48
Northern Trust
Illinois
$575K
LGWM
49
Litman Gregory Wealth Management
California
$552K -$17.9K -394 -3%
Jane Street
50
Jane Street
New York
$545K -$253K -5,580 -32%