We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
526
Collier Financial
Colorado
$6.37K -$23K -156 -79%
EWA
527
EverSource Wealth Advisors
Alabama
$6.02K -$148 -1 -3%
LWM
528
Lodestone Wealth Management
Washington
$5.09K – – –
PS
529
PayPay Securities
Japan
$3.86K -$591 -4 -14%
MFT
530
Moisand Fitzgerald Tamayo
Florida
$3.86K – – –
CSC
531
Caldwell Sutter Capital
California
$2.31K – – –
AWM
532
Abound Wealth Management
Tennessee
$2.01K – – –
LF
533
LifeSteps Financial
California
$1.54K +$1.48K +10 New
RIA
534
Realta Investment Advisors
Delaware
$617 – – –
PWAM
535
Private Wealth Asset Management
Iowa
$309 – – –
SWP
536
Strategic Wealth Partners
Ohio
$143 – – –
Allspring Global Investments
537
Allspring Global Investments
North Carolina
$49 – – –
MHS
538
M Holdings Securities
Oregon
– -$1.82M -12,220 Closed
CC
539
Citrine Capital
California
– -$960K -7,265 Closed
Goldman Sachs
540
Goldman Sachs
New York
– -$782K -5,918 Closed
WP
541
WealthShield Partners
North Carolina
– -$738K -5,590 Closed
WA
542
Win Advisors
Florida
– -$445K -3,365 Closed
JMNC
543
J. Mark Nickell & Co
Tennessee
– -$444K -3,363 Closed
SFC
544
Strategic Financial Concepts
Texas
– -$264K -2,000 Closed
RWM
545
Refined Wealth Management
Utah
– -$236K -1,787 Closed
SG
546
StoneX Group
New York
– -$225K -1,701 Closed
ACP
547
Argyle Capital Partners
California
– -$224K -1,696 Closed
EW
548
Evoke Wealth
California
– -$223K -1,685 Closed
EF
549
Empowered Funds
Pennsylvania
– -$222K -1,680 Closed
OWA
550
Opal Wealth Advisors
New York
– -$111K -844 Closed