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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WU
251
Wealthsimple US
New York
– -$253K -3,776 Closed
PMG
252
ProVise Management Group
Florida
– -$241K -3,600 Closed
AC
253
Alexandria Capital
Virginia
– -$241K -3,590 Closed
EVM
254
Eaton Vance Management
Massachusetts
– -$237K -3,540 Closed
EWF
255
Epstein & White Financial
California
– -$236K -3,518 Closed
CAG
256
Crestwood Advisors Group
Massachusetts
– -$233K -3,470 Closed
PJSIMP
257
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$232K -3,460 Closed
SFA
258
Sequoia Financial Advisors
Ohio
– -$229K -3,418 Closed
FFN
259
Focus Financial Network
Minnesota
– -$222K -3,320 Closed
FAAS
260
First Allied Advisory Services
California
– -$221K -3,296 Closed
AWM
261
Affinity Wealth Management
Delaware
– -$218K -3,256 Closed
H
262
HoyleCohen
California
– -$213K -3,180 Closed
CA
263
Callahan Advisors
Texas
– -$212K -3,170 Closed
RG
264
Rikoon Group
New Mexico
– -$211K -3,150 Closed
CF
265
Corrigan Financial
Rhode Island
– -$211K -3,144 Closed
TNB
266
TCF National Bank
South Dakota
– -$205K -3,060 Closed
DAS
267
Dynamic Advisor Solutions
Arizona
– -$204K -3,042 Closed
BCI
268
Brinker Capital Investments
Pennsylvania
– -$145K -2,160 Closed
TRCT
269
Tower Research Capital (TRC)
New York
– -$123K -1,838 Closed
ACM
270
Anfield Capital Management
California
– -$107K -1,544 Closed
MWP
271
MYCIO Wealth Partners
Pennsylvania
– -$67K -1,000 Closed
PCIA
272
Prime Capital Investment Advisors
Kansas
– -$64K -952 Closed
MAWCM
273
Mine & Arao Wealth Creation & Management
California
– -$28K -420 Closed
HWM
274
Howard Wealth Management
Connecticut
– -$22K -332 Closed
SHWM
275
Silicon Hills Wealth Management
Texas
– -$43 -2 Closed
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