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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MBTD
251
Mechanics Bank - Trust Department
California
$315K -$1.7K -20 -0.5%
JIC
252
Johnson Investment Counsel
Ohio
$312K -$28.9K -340 -8%
BWA
253
BDO Wealth Advisors
Florida
$310K +$1.28K +15 +0.4%
PIM
254
Progressive Investment Management
Oregon
$304K – – –
SFG
255
SNS Financial Group
Minnesota
$302K – – –
FPFS
256
First Personal Financial Services
North Carolina
$298K -$11.1K -130 -3%
MWM
257
Modera Wealth Management
New Jersey
$290K -$132K -1,556 -29%
HCM
258
Highview Capital Management
Illinois
$287K +$321K +3,775 New
PFM
259
Peak Financial Management
Massachusetts
$281K -$2.3K -27 -0.7%
WCG
260
Weaver Consulting Group
California
$280K – – –
PAI
261
Pittenger & Anderson Inc
Nebraska
$279K -$7.06K -83 -2%
BFS
262
Bradley Foster & Sargent
Connecticut
$279K – – –
PIM
263
Penobscot Investment Management
Massachusetts
$277K – – –
SCG
264
Sonata Capital Group
Washington
$277K – – –
SFA
265
Sequoia Financial Advisors
Ohio
$269K +$1.45K +17 +0.5%
OWA
266
Opal Wealth Advisors
New York
$268K -$230K -2,705 -43%
PA
267
Pinnacle Associates
New York
$268K -$208K -2,448 -41%
IA
268
IFP Advisors
Florida
$268K +$7.83K +92 +4%
FHA
269
Flagship Harbor Advisors
Massachusetts
$266K -$11K -129 -4%
JWA
270
JFS Wealth Advisors
Pennsylvania
$266K – – –
RCM
271
Radnor Capital Management
Pennsylvania
$265K – – –
MA
272
MJP Associates
Connecticut
$265K +$21.2K +249 +8%
SWIG
273
Strategic Wealth Investment Group
Kentucky
$264K +$296K +3,477 New
CAG
274
Crestwood Advisors Group
Massachusetts
$260K – – –
CCFCSB
275
Cape Cod Five Cents Savings Bank
Massachusetts
$259K -$14.2K -167 -5%
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11
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