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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
$588K +$2.33K +25 +0.4%
RJT
227
Raymond James Trust
Florida
$586K +$544K +5,830 New
EWA
228
EP Wealth Advisors
California
$580K -$17.4K -187 -3%
BJL
229
Brighton Jones LLC
Washington
$579K -$466 -5 -0.1%
EPP
230
ETF Portfolio Partners
Kansas
$576K +$1.12K +12 +0.2%
KDA
231
Kraft Davis & Associates
Missouri
$563K +$24.7K +265 +5%
TCOV
232
Trust Company of Vermont
Vermont
$557K – – –
WDL
233
Well Done LLC
Michigan
$556K +$4.11K +44 +0.8%
PBO
234
Peoples Bank (Ohio)
Ohio
$551K -$746 -8 -0.1%
WCFA
235
Walkner Condon Financial Advisors
Wisconsin
$545K – – –
WWM
236
Western Wealth Management
Colorado
$544K +$35K +375 +7%
WWM
237
WJ Wealth Management
Arizona
$543K -$41.4K -444 -8%
NB
238
NBT Bank
New York
$540K -$31.8K -341 -6%
GWM
239
Grand Wealth Management
Michigan
$535K – – –
FCAS
240
First Command Advisory Services
Texas
$528K -$280 -3 -0.1%
WFA
241
West Financial Advisors
Iowa
$522K -$97.3K -1,043 -17%
TWM
242
TriaGen Wealth Management
California
$510K – – –
GL
243
Graypoint LLC
New York
$504K +$187 +2 +0%
FPF
244
First Pacific Financial
Washington
$504K -$22K -236 -4%
AM
245
AGF Management
Ontario, Canada
$503K +$18.7K +200 +4%
CFA
246
CWS Financial Advisors
Michigan
$500K -$14.6K -156 -3%
MGWM
247
Marks Group Wealth Management
Minnesota
$490K – – –
AFO
248
Arrowroot Family Office
California
$472K -$46.7K -501 -10%
NL
249
NEPC LLC
Massachusetts
$471K -$142K -1,517 -24%
KNW
250
Kesler Norman & Wride
Utah
$469K – – –
8 9
10
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