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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
226
Grand Wealth Management
Michigan
$507K – – –
PA
227
Prism Advisors
California
$503K -$11.3K -117 -2%
PMG
228
ProVise Management Group
Florida
$497K +$100K +1,033 +25%
GL
229
Graypoint LLC
New York
$485K +$51K +526 +12%
MFG
230
Merit Financial Group
Georgia
$484K – – –
RC
231
RegentAtlantic Capital
New Jersey
$472K -$11.8K -122 -2%
TCOV
232
Trust Company of Vermont
Vermont
$470K +$1.16K +12 +0.2%
MFG
233
Monumental Financial Group
Maryland
$469K -$35.6K -367 -7%
CFA
234
CWS Financial Advisors
Michigan
$467K +$969 +10 +0.2%
KNW
235
Kesler Norman & Wride
Utah
$456K – – –
PFA
236
Pathway Financial Advisors
Vermont
$452K – – –
MFS
237
McNamara Financial Services
Massachusetts
$451K +$12.5K +129 +3%
OC
238
Oppenheimer & Co
New York
$450K – – –
FCIM
239
Fairview Capital Investment Management
California
$447K +$9.69K +100 +2%
PHIC
240
Pine Haven Investment Counsel
Massachusetts
$445K +$28.6K +295 +7%
FCI
241
Financial Counselors Inc
Kansas
$442K +$3.39K +35 +0.8%
TWM
242
TriaGen Wealth Management
California
$440K -$118K -1,218 -21%
BFS
243
Bard Financial Services
Connecticut
$436K – – –
WT
244
Whittier Trust
California
$435K +$95.8K +989 +28%
T
245
TCWP
Ohio
$432K -$678 -7 -0.2%
MC
246
Miramar Capital
Illinois
$428K +$428K +4,420 New
HCM
247
Hengehold Capital Management
Ohio
$426K -$7.46K -77 -2%
FM
248
Family Management
New York
$422K – – –
PCFFS
249
Pacific Center for Financial Services
California
$414K +$388 +4 +0.1%
FSA
250
Financial Sense Advisors
California
$414K +$414K +4,273 New
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