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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
251
Crestwood Advisors Group
Massachusetts
$333K – – –
GWM
252
Geneos Wealth Management
Colorado
$328K +$9.88K +100 +3%
AIM
253
Acropolis Investment Management
Missouri
$324K -$17.8K -180 -5%
QCM
254
Quest Capital Management
Texas
$324K +$55.7K +564 +20%
BC
255
Brio Consultants
California
$322K +$988 +10 +0.3%
FAFN
256
First Affirmative Financial Network
Colorado
$316K +$326K +3,295 New
PFM
257
Peak Financial Management
Massachusetts
$312K +$25.7K +260 +9%
AWM
258
Affinity Wealth Management
Delaware
$311K – – –
SA
259
SL Advisors
New Jersey
$309K – – –
VHAM
260
Van Hulzen Asset Management
California
$307K -$19K -192 -6%
KLI
261
Kelman-Lazarov Inc
Tennessee
$305K +$101K +1,018 +47%
SS
262
Sunbelt Securities
Texas
$302K – – –
LNC
263
Lincoln National Corp
Pennsylvania
$299K -$59.9K -606 -16%
FA
264
Flagstar Advisors
New York
$297K +$306K +3,095 New
BCWM
265
Bartlett & Co Wealth Management
Ohio
$296K -$23.2K -235 -7%
BC
266
Bartlett & Co
Ohio
$296K -$23.2K -235 -7%
APA
267
American Portfolios Advisors
New York
$293K +$67.5K +683 +29%
BAM
268
Baldrige Asset Management
Pennsylvania
$291K +$31.8K +322 +12%
DWT
269
Dorsey & Whitney Trust
South Dakota
$284K – – –
IWC
270
Integrated Wealth Concepts
Massachusetts
$282K +$290K +2,940 New
FCB
271
First Command Bank
Texas
$280K – – –
FCFS
272
First Command Financial Services
Texas
$280K – – –
H
273
HoyleCohen
California
$278K – – –
BFEC
274
Benjamin F. Edwards & Company
Missouri
$275K -$28.9K -292 -9%
HA
275
Harfst & Associates
Wyoming
$274K – – –
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