We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Steward Partners Investment Advisory
76
Steward Partners Investment Advisory
New York
$3.78M – – –
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$3.73M -$653 -5 -0%
Laird Norton Wetherby Trust Company
78
Laird Norton Wetherby Trust Company
Washington
$3.67M – – –
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$3.57M -$99.3K -760 -3%
OneDigital Investment Advisors
80
OneDigital Investment Advisors
Kansas
$3.45M +$214K +1,636 +7%
CPC
81
Consolidated Planning Corp
Georgia
$3.37M -$46.1K -353 -1%
Kestra Advisory Services
82
Kestra Advisory Services
Texas
$3.36M +$113K +868 +4%
SB
83
Simmons Bank
Arkansas
$3.27M +$6.79K +52 +0.2%
VWA
84
VERITY Wealth Advisors
United States
$3.2M – – –
&Partners
85
&Partners
Tennessee
$3.19M -$238K -1,823 -7%
Bailard
86
Bailard
California
$3.13M +$26.3K +201 +0.9%
LNB
87
Ledyard National Bank
$3.12M +$90.1K +690 +3%
SFP
88
Shepherd Financial Partners
Massachusetts
$2.96M -$73.5K -563 -3%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$2.93M +$1.18K +9 +0%
CA
90
CGN Advisors
Kansas
$2.88M -$653 -5 -0%
Allworth Financial
91
Allworth Financial
California
$2.83M – – –
Miracle Mile Advisors
92
Miracle Mile Advisors
California
$2.77M -$1.26M -9,613 -32%
HB Wealth Management
93
HB Wealth Management
Georgia
$2.72M -$299K -2,290 -10%
Cresset Asset Management
94
Cresset Asset Management
Illinois
$2.7M +$23.2K +178 +0.9%
Private Advisor Group
95
Private Advisor Group
New Jersey
$2.68M -$2.14M -16,399 -45%
Vestmark Advisory Solutions
96
Vestmark Advisory Solutions
Massachusetts
$2.62M +$2.52M +19,302 New
Crestwood Advisors Group
97
Crestwood Advisors Group
Massachusetts
$2.61M -$80.3K -615 -3%
Sax Wealth Advisors
98
Sax Wealth Advisors
New Jersey
$2.6M – – –
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$2.58M -$104K -794 -4%
WhitTier Trust Company
100
WhitTier Trust Company
Nevada
$2.54M -$31K -237 -1%