We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
51
Glenview Trust
Kentucky
$542K +$534K +11,772 New
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$518K +$61.1K +1,346 +14%
FAAS
53
First Allied Advisory Services
California
$468K +$93.2K +2,054 +25%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$466K -$758K -16,714 -62%
JP Morgan Chase
55
JP Morgan Chase
New York
$460K +$177K +3,894 +64%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$436K
RFC
57
Regions Financial Corp
Alabama
$435K -$6.35K -140 -1%
Goldman Sachs
58
Goldman Sachs
New York
$428K +$170K +3,744 +67%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$425K +$19.5K +430 +5%
FPFS
60
First Personal Financial Services
North Carolina
$409K -$4.81K -106 -1%
PGA
61
Portland Global Advisors
Maine
$357K
FDCC
62
Foster Dykema Cabot & Co
Massachusetts
$349K -$15.4K -340 -4%
SGAM
63
Steinberg Global Asset Management
Florida
$330K
CWM
64
Concert Wealth Management
California
$327K +$245K +5,392 +315%
Stifel Financial
65
Stifel Financial
Missouri
$323K +$51.7K +1,140 +19%
JFA
66
JNBA Financial Advisors
Minnesota
$320K +$315K +6,946 New
CCFCSB
67
Cape Cod Five Cents Savings Bank
Massachusetts
$309K +$16.2K +356 +6%
GAM
68
Gould Asset Management
California
$298K
SCG
69
Sonata Capital Group
Washington
$297K
PAG
70
Private Advisor Group
New Jersey
$288K -$54.2K -1,194 -16%
VWM
71
Vector Wealth Management
Minnesota
$276K -$36.3K -800 -12%
CAG
72
Crestwood Advisors Group
Massachusetts
$274K -$1.81K -40 -0.7%
NP
73
NorthRock Partners
Minnesota
$270K
M&T Bank
74
M&T Bank
New York
$260K +$256K +5,648 New
BOS
75
Bingham Osborn & Scarborough
California
$253K