We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
126
Asset Dedication LLC
California
$1.72M +$898K +8,735 +117%
BIA
127
Bigelow Investment Advisors
Maine
$1.7M +$106K +1,033 +7%
JWCA
128
J.W. Cole Advisors
Florida
$1.69M +$1.64M +15,941 New
WAG
129
Winthrop Advisory Group
Massachusetts
$1.65M +$3.19K +31 +0.2%
LNB
130
Ledyard National Bank
$1.64M +$179K +1,743 +13%
NFG
131
Next Financial Group
Texas
$1.63M +$256K +2,487 +19%
UCFA
132
United Capital Financial Advisors
Texas
$1.57M -$25.2K -245 -2%
PPA
133
Parametric Portfolio Associates
Washington
$1.55M -$59.1K -575 -4%
TF
134
TIAA FSB
Florida
$1.5M
EWM
135
Evercore Wealth Management
New York
$1.46M
GAM
136
Gould Asset Management
California
$1.45M -$8.74K -85 -0.6%
EFSCE
137
Enterprise Financial Services Corp (EFSC)
Missouri
$1.45M -$20.2K -197 -1%
BFA
138
Bluestem Financial Advisors
Illinois
$1.42M -$31.1K -303 -2%
CA
139
Cetera Advisors
Colorado
$1.42M -$225K -2,191 -14%
Allianz Asset Management
140
Allianz Asset Management
Germany
$1.42M
AWM
141
Axxcess Wealth Management
California
$1.41M +$1.37M +13,312 New
RWM
142
Ritholtz Wealth Management
New York
$1.41M -$217K -2,111 -14%
APP
143
Avantax Planning Partners
Iowa
$1.38M -$19.7K -192 -1%
JFA
144
JNBA Financial Advisors
Minnesota
$1.38M +$925 +9 +0.1%
FCH
145
Freestone Capital Holdings
Washington
$1.36M -$132K -1,284 -9%
RCA
146
Resonant Capital Advisors
Wisconsin
$1.35M
WB
147
WesBanco Bank
West Virginia
$1.32M +$22.4K +218 +2%
FWM
148
Fingerlakes Wealth Management
New York
$1.3M +$1.26M +12,269 New
PFO
149
Pathstone Family Office
New Jersey
$1.27M +$610K +5,937 +99%
CPIG
150
Chicago Partners Investment Group
Illinois
$1.26M