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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
226
Walkner Condon Financial Advisors
Wisconsin
$511K – – –
TRCT
227
Tower Research Capital (TRC)
New York
$503K +$282K +3,180 +145%
GA
228
GoalVest Advisory
New York
$501K +$476K +5,353 New
GWM
229
Grand Wealth Management
Michigan
$499K – – –
FFA
230
First Foundation Advisors
California
$497K -$77.5K -873 -14%
KDA
231
Kraft Davis & Associates
Missouri
$496K +$466K +5,248 New
FPF
232
First Pacific Financial
Washington
$495K -$158K -1,776 -25%
FANJ
233
Financial Architects (New Jersey)
New Jersey
$493K -$4.8K -54 -1%
TAM
234
Trillium Asset Management
Massachusetts
$492K – – –
WCF
235
West Coast Financial
California
$484K -$1.78K -20 -0.4%
FCB
236
First Command Bank
Texas
$483K +$110K +1,234 +31%
FCFS
237
First Command Financial Services
Texas
$483K +$110K +1,234 +31%
CFA
238
CWS Financial Advisors
Michigan
$481K +$7.02K +79 +2%
AFO
239
Arrowroot Family Office
California
$478K +$54.1K +609 +14%
TWM
240
TriaGen Wealth Management
California
$475K +$21.6K +243 +5%
AWM
241
Accurate Wealth Management
Florida
$473K +$441K +4,961 New
APG
242
Abacus Planning Group
South Carolina
$471K +$179K +2,013 +67%
GL
243
Graypoint LLC
New York
$469K – – –
MG
244
Mather Group
Illinois
$466K +$442K +4,977 New
WWM
245
Western Wealth Management
Colorado
$464K +$178 +2 +0%
MGWM
246
Marks Group Wealth Management
Minnesota
$457K -$152K -1,715 -26%
AM
247
AGF Management
Ontario, Canada
$440K -$44.4K -500 -10%
KNW
248
Kesler Norman & Wride
Utah
$437K – – –
BFS
249
Bard Financial Services
Connecticut
$421K – – –
FCI
250
Financial Counselors Inc
Kansas
$419K -$13.3K -150 -3%
8 9
10
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