We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
76
First Personal Financial Services
North Carolina
$397K -$78.9K -1,386 -16%
PA
77
Parallel Advisors
California
$395K +$2.28K +40 +0.6%
PCM
78
Parsons Capital Management
Rhode Island
$385K +$35.3K +620 +10%
PGA
79
Portland Global Advisors
Maine
$380K -$25K -440 -6%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$378K -$127K -2,238 -25%
CCM
81
Coldstream Capital Management
Washington
$377K +$683 +12 +0.2%
FDCC
82
Foster Dykema Cabot & Co
Massachusetts
$368K -$1.71K -30 -0.5%
SMFS
83
Squar Milner Financial Services
California
$362K
SCG
84
Sonata Capital Group
Washington
$344K
SFG
85
SNS Financial Group
Minnesota
$319K
WIM
86
Westside Investment Management
California
$305K +$41.1K +722 +15%
GWM
87
Greenwich Wealth Management
Connecticut
$304K
WDL
88
Well Done LLC
Michigan
$299K +$306K +5,386 New
BOS
89
Bingham Osborn & Scarborough
California
$298K
SAS
90
Sage Advisory Services
Texas
$296K -$18.3K -322 -6%
RWM
91
Ritholtz Wealth Management
New York
$293K -$76.2K -1,340 -20%
WF
92
WealthTrust Fairport
Ohio
$292K +$300K +5,268 New
Baird Financial Group
93
Baird Financial Group
Wisconsin
$280K +$287K +5,050 New
TCOV
94
Trust Company of Vermont
Vermont
$276K -$910 -16 -0.3%
CA
95
Cetera Advisors
Colorado
$264K -$2.85M -50,170 -91%
RC
96
RegentAtlantic Capital
New Jersey
$257K
MGIA
97
Moneta Group Investment Advisors
Missouri
$244K +$149K +2,620 +147%
WSTAM
98
Wilbanks Smith & Thomas Asset Management
Virginia
$236K +$242K +4,256 New
DADC
99
D.A. Davidson & Co
Montana
$235K -$4.1K -72 -2%
SWP
100
Stratos Wealth Partners
Ohio
$235K +$12.5K +220 +5%