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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
251
Peregrine Asset Advisers
Oregon
$368K +$385K +4,094 New
PIM
252
Progressive Investment Management
Oregon
$360K – – –
BFS
253
Bradley Foster & Sargent
Connecticut
$353K – – –
WP
254
WealthSource Partners
California
$351K -$36.1K -384 -9%
D
255
Dentgroup
Louisiana
$351K -$13.3K -141 -3%
MFC
256
Morris Financial Concepts
South Carolina
$350K +$31.3K +333 +9%
PFA
257
Pathway Financial Advisors
Vermont
$347K +$1.98K +21 +0.5%
TWM
258
Tradition Wealth Management
Minnesota
$347K +$1.79K +19 +0.5%
BWM
259
Bulltick Wealth Management
Florida
$347K +$1.88K +20 +0.5%
PI
260
PFG Investments
New York
$343K – – –
PHIC
261
Pine Haven Investment Counsel
Massachusetts
$342K – – –
HCM
262
Highview Capital Management
Illinois
$340K – – –
FPFS
263
First Personal Financial Services
North Carolina
$333K -$23.7K -252 -6%
MCM
264
MAI Capital Management
Ohio
$331K +$85.7K +911 +33%
WCG
265
Weaver Consulting Group
California
$331K – – –
ZAM
266
Zevin Asset Management
Massachusetts
$331K -$175K -1,859 -34%
FCIM
267
Fairview Capital Investment Management
California
$331K -$9.41K -100 -3%
EFG
268
Ethos Financial Group
Pennsylvania
$329K +$43.3K +460 +14%
MFS
269
McNamara Financial Services
Massachusetts
$326K +$1.22K +13 +0.4%
SFA
270
Sequoia Financial Advisors
Ohio
$322K – – –
FHA
271
Flagship Harbor Advisors
Massachusetts
$322K -$8.66K -92 -3%
NSIM
272
North Star Investment Management
Illinois
$322K +$1.88K +20 +0.6%
GCP
273
GSA Capital Partners
United Kingdom
$312K +$102K +1,085 +46%
PA
274
PFG Advisors
Arizona
$309K – – –
GRP
275
Global Retirement Partners
California
$307K -$35.2K -374 -10%
9 10
11
12 13