We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$15.1M +$1.08M +10,409 +8%
HighTower Advisors
27
HighTower Advisors
Illinois
$12.2M -$177K -1,701 -2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$11.9M +$229K +2,195 +2%
RJA
29
Raymond James & Associates
Florida
$11.8M -$27.6M -265,306 -71%
SA
30
Stewardship Advisors
Pennsylvania
$11.7M -$44.6K -428 -0.4%
FF
31
Farrow Financial
Vermont
$10.8M +$285K +2,741 +3%
DADC
32
D.A. Davidson & Co
Montana
$10.8M -$127K -1,219 -1%
MD
33
Money Design
Japan
$10.2M -$799K -7,676 -8%
QC
34
Quent Capital
New York
$9.65M -$381K -3,661 -4%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$9.59M -$345K -3,309 -4%
HPC
36
HM Payson & Co
Maine
$8.93M -$79.9K -767 -0.9%
TF
37
Tompkins Financial
New York
$8.81M +$1.61M +15,452 +24%
COCM
38
Charter Oak Capital Management
New Hampshire
$8.65M -$79.9K -767 -1%
Northern Trust
39
Northern Trust
Illinois
$8.64M -$356K -3,415 -4%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$8.41M -$144K -1,386 -2%
SWA
41
SOA Wealth Advisors
New York
$8.05M -$209K -2,005 -3%
SPIA
42
Steward Partners Investment Advisory
New York
$7.68M +$6.59M +63,316 +895%
CG
43
Corundum Group
Colorado
$7.56M +$146K +1,406 +2%
RSWM
44
Robertson Stephens Wealth Management
California
$7.55M -$119K -1,145 -2%
RFC
45
Regions Financial Corp
Alabama
$7.46M -$132K -1,264 -2%
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
$7.2M -$218K -2,089 -3%
KeyBank National Association
47
KeyBank National Association
Ohio
$7.2M -$168K -1,611 -2%
PC
48
Permanens Capital
New York
$7.2M +$36.5K +351 +0.5%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$5.98M +$4.37M +41,956 +328%
GC
50
Garde Capital
Washington
$5.93M -$5.05M -48,512 -47%