We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.16M +$94.6K +1,970 +9%
AI
27
Accredited Investors
Minnesota
$1.14M -$384 -8 -0%
DWM
28
Destination Wealth Management
California
$1.13M +$124K +2,574 +13%
Goldman Sachs
29
Goldman Sachs
New York
$1.07M +$602K +12,542 +135%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$970K +$60.4K +1,258 +7%
SFP
31
Shepherd Financial Partners
Massachusetts
$969K
M&T Bank
32
M&T Bank
New York
$957K +$664K +13,826 +245%
Creative Planning
33
Creative Planning
Kansas
$956K +$48.5K +1,010 +5%
EWM
34
Evercore Wealth Management
New York
$899K
FHA
35
Flagship Harbor Advisors
Massachusetts
$868K +$115K +2,398 +16%
Truist Financial
36
Truist Financial
North Carolina
$861K +$63.9K +1,330 +8%
William Blair & Company
37
William Blair & Company
Illinois
$822K
PBO
38
Peoples Bank (Ohio)
Ohio
$813K
RJA
39
Raymond James & Associates
Florida
$813K +$154K +3,200 +24%
UCFA
40
United Capital Financial Advisors
Texas
$805K +$576 +12 +0.1%
US Bancorp
41
US Bancorp
Minnesota
$801K
B
42
Bailard
California
$795K +$63.9K +1,330 +9%
CB
43
Commerce Bank
Missouri
$778K -$3.84K -80 -0.5%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$746K +$189K +3,928 +35%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$734K -$8.64K -180 -1%
HighTower Advisors
46
HighTower Advisors
Illinois
$702K +$25.8K +538 +4%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$666K +$190K +3,960 +41%
APP
48
Avantax Planning Partners
Iowa
$648K
Northern Trust
49
Northern Trust
Illinois
$614K
LGWM
50
Litman Gregory Wealth Management
California
$589K