We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
KNW
201
Kesler Norman & Wride
Utah
$413K – – –
BFS
202
Bard Financial Services
Connecticut
$395K – – –
GL
203
Graypoint LLC
New York
$394K +$256 +3 +0.1%
GLA
204
Good Life Advisors
Pennsylvania
$394K +$385K +4,516 New
OCM
205
One Capital Management
California
$384K -$3.41K -40 -0.9%
FPFS
206
First Personal Financial Services
North Carolina
$381K -$9.04K -106 -2%
FCIM
207
Fairview Capital Investment Management
California
$377K +$4.26K +50 +1%
FWCM
208
Ferguson Wellman Capital Management
Oregon
$375K – – –
PCFFS
209
Pacific Center for Financial Services
California
$374K -$12.3K -144 -3%
FM
210
Family Management
New York
$373K +$93.8K +1,100 +35%
HCM
211
Hengehold Capital Management
Ohio
$359K +$349K +4,086 New
5L
212
55I LLC
Massachusetts
$357K – – –
EWF
213
Epstein & White Financial
California
$357K +$5.72K +67 +2%
JIC
214
Johnson Investment Counsel
Ohio
$356K +$341 +4 +0.1%
BWM
215
Bulltick Wealth Management
Florida
$351K – – –
BSW
216
Buckingham Strategic Wealth
Missouri
$341K – – –
WFAG
217
Wescott Financial Advisory Group
Pennsylvania
$341K +$46.4K +544 +16%
TIA
218
Traphagen Investment Advisors
New Jersey
$336K +$45.7K +536 +16%
MWM
219
Modera Wealth Management
New Jersey
$335K +$11.7K +137 +4%
PA
220
Parkside Advisors
California
$334K -$24.1K -283 -7%
SFG
221
SNS Financial Group
Minnesota
$334K – – –
MKA
222
M. Kulyk & Associates
Georgia
$332K – – –
OWP
223
Obermeyer Wealth Partners
Colorado
$332K – – –
GWM
224
Geneos Wealth Management
Colorado
$329K +$8.53K +100 +3%
LNC
225
Lincoln National Corp
Pennsylvania
$327K +$317K +3,719 New
7 8
9
10 11