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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
251
One Capital Management
California
$470K – – –
RSWM
252
Robertson Stephens Wealth Management
California
$466K +$451K +4,388 New
PA
253
PFG Advisors
Arizona
$464K +$206 +2 +0%
FM
254
Family Management
New York
$463K – – –
PFA
255
Pathway Financial Advisors
Vermont
$461K +$480K +4,665 New
FWCM
256
Ferguson Wellman Capital Management
Oregon
$457K -$24.4K -237 -5%
PHIC
257
Pine Haven Investment Counsel
Massachusetts
$457K +$442K +4,301 New
PCFFS
258
Pacific Center for Financial Services
California
$454K +$720 +7 +0.2%
JIC
259
Johnson Investment Counsel
Ohio
$451K +$19.5K +190 +5%
PIM
260
Penobscot Investment Management
Massachusetts
$446K +$50.9K +495 +13%
MBTD
261
Mechanics Bank - Trust Department
California
$441K – – –
PMG
262
ProVise Management Group
Florida
$435K -$14.4K -140 -3%
TIA
263
Traphagen Investment Advisors
New Jersey
$431K +$206 +2 +0%
BWA
264
BDO Wealth Advisors
Florida
$430K +$822 +8 +0.2%
FPFS
265
First Personal Financial Services
North Carolina
$429K -$48.3K -470 -10%
PIM
266
Progressive Investment Management
Oregon
$425K – – –
PCA
267
Personal Capital Advisors
California
$416K +$127K +1,234 +46%
SFG
268
SNS Financial Group
Minnesota
$411K – – –
PAI
269
Pittenger & Anderson Inc
Nebraska
$405K -$90.8K -883 -19%
MWM
270
Modera Wealth Management
New Jersey
$402K +$11.3K +110 +3%
CG
271
Corundum Group
Colorado
$396K +$383K +3,723 New
WI
272
Wintrust Investments
Illinois
$390K +$377K +3,672 New
PA
273
Pinnacle Associates
New York
$389K +$376K +3,661 New
SCG
274
Sonata Capital Group
Washington
$388K – – –
9WM
275
9258 Wealth Management
Ohio
$387K +$374K +3,643 New
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11
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