We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Cresset Asset Management
Illinois
$1.61M +$101K +1,155 +6%
CWM
102
Cornerstone Wealth Management
Missouri
$1.59M +$25.5K +290 +1%
CB
103
Commerce Bank
Missouri
$1.57M +$35.1K +400 +2%
CCA
104
Cobblestone Capital Advisors
New York
$1.47M +$15.3K +174 +1%
OCM
105
One Capital Management
California
$1.46M -$232K -2,640 -13%
AWS
106
AJ Wealth Strategies
New York
$1.46M
DAS
107
Dynamic Advisor Solutions
Arizona
$1.45M -$162K -1,845 -9%
HI
108
Harbour Investments
Wisconsin
$1.44M +$1.56M +17,786 New
BIA
109
Bigelow Investment Advisors
Maine
$1.41M -$57.9K -659 -4%
OWA
110
One Wealth Advisors
California
$1.39M +$1.51M +17,206 New
BDFN
111
Bond & Devick Financial Network
Minnesota
$1.39M -$13.3K -151 -0.9%
ASN
112
Advisory Services Network
Georgia
$1.36M +$390K +4,437 +36%
TC
113
Trust Company
Kansas
$1.33M -$3.6K -41 -0.2%
Stifel Financial
114
Stifel Financial
Missouri
$1.33M -$75.9K -865 -5%
HWM
115
HB Wealth Management
Georgia
$1.32M -$295K -3,363 -17%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1.31M -$273K -3,107 -16%
CG
117
Colony Group
Massachusetts
$1.3M +$16.8K +191 +1%
FCH
118
Freestone Capital Holdings
Washington
$1.3M +$159K +1,811 +13%
JWCA
119
J.W. Cole Advisors
Florida
$1.29M +$1.23K +14 +0.1%
BAAM
120
Baker Avenue Asset Management
California
$1.28M -$335K -3,812 -19%
WAG
121
Winthrop Advisory Group
Massachusetts
$1.28M +$39.5K +450 +3%
LGWM
122
Litman Gregory Wealth Management
California
$1.24M
HWA
123
Hilltop Wealth Advisors
North Carolina
$1.18M +$141K +1,607 +12%
CPIG
124
Chicago Partners Investment Group
Illinois
$1.17M
AFG
125
Affinia Financial Group
Massachusetts
$1.17M +$130K +1,479 +12%