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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
251
New Capital Management
Texas
$229K – – –
HTC
252
Haverford Trust Company
Pennsylvania
$228K -$6.64K -85 -3%
LI
253
LVZ Inc
Michigan
$226K – – –
BWM
254
BerganKDV Wealth Management
Minnesota
$226K +$214K +2,740 New
MA
255
MUFG Americas
New York
$224K – – –
WLIM
256
White Lighthouse Investment Management
Massachusetts
$224K +$213K +2,720 New
BP
257
Ballentine Partners
Massachusetts
$219K +$208K +2,660 New
CA
258
Callahan Advisors
Texas
$219K +$208K +2,661 New
IWM
259
IHT Wealth Management
Illinois
$219K +$208K +2,664 New
D
260
Diversified
Delaware
$218K +$116K +1,482 New
RTC
261
Riverview Trust Company
Washington
$215K – – –
LA
262
LexAurum Advisors
Kansas
$213K +$202K +2,586 New
RA
263
RFG Advisory
Alabama
$209K +$194K +2,481 New
HWA
264
HCR Wealth Advisors
California
$206K – – –
PJSIMP
265
P.J. Schmidt Investment Management (PJS)
Wisconsin
$204K -$40.6K -520 -17%
BFEC
266
Benjamin F. Edwards & Company
Missouri
$203K +$193K +2,468 New
FFW
267
Fusion Family Wealth
New York
$198K – – –
IWP
268
IAG Wealth Partners
Wisconsin
$197K -$11.9K -152 -6%
BSSFA
269
Baron Silver Stevens Financial Advisors
Florida
$181K +$172K +2,206 New
AWM
270
AllSquare Wealth Management
New York
$167K – – –
TPWA
271
TRUE Private Wealth Advisors
Oregon
$152K – – –
FWP
272
FAS Wealth Partners
Kansas
$138K +$469 +6 +0.4%
HIA
273
Harbor Investment Advisory
Maryland
$135K +$43.8K +560 +52%
HI
274
Hudock Inc
Pennsylvania
$134K +$313 +4 +0.2%
BAM
275
Barrett Asset Management
New York
$119K -$15.6K -200 -12%
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