We are live on ! Find out more
SUSL icon

iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Wealth Alliance
New York
$612K -$21.7K -213 -3%
COCM
77
Charter Oak Capital Management
New Hampshire
$598K
HWM
78
HB Wealth Management
Georgia
$584K +$306K +3,001 +97%
AWM
79
Aries Wealth Management
Maine
$573K
PWM
80
Perigon Wealth Management
California
$570K +$607K +5,947 New
SC
81
SouthState Corp
Florida
$567K +$604K +5,921 New
BFG
82
Beacon Financial Group
Texas
$556K -$7.25K -71 -1%
G
83
GenTrust
Florida
$544K
PAG
84
Private Advisor Group
New Jersey
$541K -$312K -3,058 -35%
CI Investments Inc
85
CI Investments Inc
Ontario, Canada
$519K +$5.1K +50 +0.9%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$469K +$4.69K +46 +0.9%
SIA
87
SkyView Investment Advisors
New Jersey
$467K +$8.37K +82 +2%
PI
88
PFG Investments
New York
$460K +$75.4K +739 +18%
EWA
89
EverSource Wealth Advisors
Alabama
$436K -$42.8K -419 -8%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$432K -$79.7K -781 -15%
IC
91
IEQ Capital
California
$431K +$204 +2 +0%
SVWG
92
Shared Vision Wealth Group
United States
$430K -$62K -608 -12%
FWP
93
Firethorn Wealth Partners
Georgia
$403K -$44K -431 -9%
FFA
94
Fragasso Financial Advisors
Pennsylvania
$403K +$40.3K +395 +10%
UAS
95
United Asset Strategies
New York
$403K -$6.33K -62 -1%
AM
96
AGF Management
Ontario, Canada
$402K -$30.6K -300 -7%
Mariner
97
Mariner
Kansas
$382K +$123K +1,209 +43%
Cerity Partners
98
Cerity Partners
New York
$381K
BW
99
Balance Wealth
Ohio
$378K +$402K +3,941 New
VFP
100
Vested Financial Planning
California
$378K -$125K -1,229 -24%