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
151
Glenview Trust
Kentucky
$1.25M
SWP
152
Stratos Wealth Partners
Ohio
$1.25M +$19.4K +189 +2%
ASN
153
Advisory Services Network
Georgia
$1.24M +$170K +1,650 +16%
AAS
154
Avantax Advisory Services
Texas
$1.21M +$103K +1,003 +10%
HWA
155
Hilltop Wealth Advisors
North Carolina
$1.2M +$284K +2,764 +32%
RZH
156
Relyea Zuckerberg Hanson
Connecticut
$1.19M +$3.29K +32 +0.3%
GWA
157
GGM Wealth Advisors
Maryland
$1.19M
EVM
158
Eaton Vance Management
Massachusetts
$1.17M +$10.3K +100 +0.9%
UIA
159
Ulland Investment Advisors
Minnesota
$1.13M +$1.1M +10,655 New
Renaissance Technologies
160
Renaissance Technologies
New York
$1.13M -$113K -1,100 -9%
AFG
161
Affinia Financial Group
Massachusetts
$1.12M +$195K +1,898 +21%
CAM
162
Crestone Asset Management
Colorado
$1.08M +$1.05M +10,216 New
5L
163
55I LLC
Massachusetts
$1.08M +$587K +5,712 +127%
FA
164
Fountainhead AM
New Jersey
$1.08M +$13K +126 +1%
SFS
165
Sowell Financial Services
Arkansas
$1.08M +$1.04M +10,149 New
DJSG
166
D.J. St. Germain
Massachusetts
$1.05M +$140K +1,359 +16%
FIM
167
Fernwood Investment Management
Massachusetts
$1.04M +$3.08K +30 +0.3%
NP
168
NorthRock Partners
Minnesota
$1.02M +$154K +1,501 +19%
QCM
169
Quest Capital Management
Texas
$1.02M +$636K +6,188 +184%
RF
170
Rollins Financial
Georgia
$1M +$971K +9,442 New
TFS
171
Thoroughbred Financial Services
Tennessee
$1M +$716K +6,962 +282%
LNC
172
Lincoln National Corp
Pennsylvania
$951K +$600K +5,834 +187%
CA
173
Clearstead Advisors
Ohio
$951K +$909K +8,846 +8,846%
EH
174
Equitable Holdings
New York
$949K +$107K +1,043 +13%
MGIA
175
Moneta Group Investment Advisors
Missouri
$931K +$29.7K +289 +3%