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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
226
Sound View Wealth Advisors Group
Georgia
$379K +$55.1K +596 +18%
SFG
227
SNS Financial Group
Minnesota
$370K +$5.55K +60 +2%
TIA
228
Traphagen Investment Advisors
New Jersey
$366K +$92 +1 +0%
PA
229
Parkside Advisors
California
$364K +$555 +6 +0.2%
OWP
230
Obermeyer Wealth Partners
Colorado
$361K – – –
LNC
231
Lincoln National Corp
Pennsylvania
$356K +$277 +3 +0.1%
MWM
232
Modera Wealth Management
New Jersey
$351K -$12.7K -137 -4%
AC
233
Alexandria Capital
Virginia
$351K – – –
SCG
234
Sonata Capital Group
Washington
$349K – – –
PAI
235
Pittenger & Anderson Inc
Nebraska
$348K +$9.34K +101 +3%
PMG
236
ProVise Management Group
Florida
$345K +$31.7K +343 +10%
AIM
237
Acropolis Investment Management
Missouri
$341K – – –
MKA
238
M. Kulyk & Associates
Georgia
$339K -$20.6K -223 -6%
RCM
239
Radnor Capital Management
Pennsylvania
$334K – – –
WCG
240
Weaver Consulting Group
California
$334K – – –
WT
241
Whittier Trust
California
$334K – – –
JWA
242
JFS Wealth Advisors
Pennsylvania
$334K +$324K +3,500 New
SFA
243
Sequoia Financial Advisors
Ohio
$333K +$647 +7 +0.2%
CAG
244
Crestwood Advisors Group
Massachusetts
$332K – – –
CW
245
CreativeOne Wealth
Kansas
$326K +$31.3K +338 +11%
VHAM
246
Van Hulzen Asset Management
California
$324K – – –
BC
247
Brio Consultants
California
$319K -$1.2K -13 -0.4%
GWM
248
Geneos Wealth Management
Colorado
$318K -$26.6K -288 -8%
BCWM
249
Bartlett & Co Wealth Management
Ohio
$317K -$2.59K -28 -0.8%
BC
250
Bartlett & Co
Ohio
$317K -$2.59K -28 -0.8%
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