We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
51
Boston Standard Wealth Management
Massachusetts
$203K +$203K +4,830 New
DADC
52
D.A. Davidson & Co
Montana
$181K
RC
53
RegentAtlantic Capital
New Jersey
$167K +$163K +3,882 New
AWM
54
AllSquare Wealth Management
New York
$161K +$157K +3,730 New
Creative Planning
55
Creative Planning
Kansas
$160K +$41K +978 +36%
WEC
56
Winslow Evans & Crocker
Massachusetts
$158K -$42K -1,000 -21%
NES
57
New England Securities
New York
$146K +$4.62K +110 +3%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$145K
AC
59
Alexandria Capital
Virginia
$137K
MA
60
MUFG Americas
New York
$118K
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$115K +$13.1K +312 +13%
PSI
62
Pinnacle Summer Investments
Virginia
$112K
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$108K
NFG
64
Next Financial Group
Texas
$105K
AIG
65
American International Group
New York
$96.6K +$3.86K +92 +4%
ASN
66
Advisory Services Network
Georgia
$94K +$93.3K +2,222 New
CWM
67
Cranbrook Wealth Management
Michigan
$92K
DSC
68
Duncker Streett & Co
Missouri
$92K
JFA
69
JNBA Financial Advisors
Minnesota
$70K +$68.6K +1,634 New
BRWA
70
B. Riley Wealth Advisors
Florida
$52K +$50.4K +1,200 New
FCCM
71
First City Capital Management
Georgia
$47.8K
FWM
72
Focused Wealth Management
New York
$45K +$8.39K +200 +24%
BAM
73
Barrett Asset Management
New York
$42K +$17.6K +420 +76%
PIM
74
Parasol Investment Management
Illinois
$38K
GWA
75
Genesis Wealth Advisors
Massachusetts
$37.3K +$35.7K +850 New