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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
251
Huntington National Bank
Ohio
$524K – – –
TAM
252
Trillium Asset Management
Massachusetts
$515K – – –
WWM
253
Western Wealth Management
Colorado
$502K -$97.2K -897 -17%
FCI
254
Financial Counselors Inc
Kansas
$494K -$13.3K -123 -3%
FPF
255
First Pacific Financial
Washington
$493K -$39K -360 -8%
SFG
256
Sage Financial Group
Pennsylvania
$488K +$325 +3 +0.1%
NB
257
NBT Bank
New York
$486K -$113K -1,045 -19%
PCFFS
258
Pacific Center for Financial Services
California
$484K +$325 +3 +0.1%
AM
259
AGF Management
Ontario, Canada
$483K -$65K -600 -12%
SFG
260
SNS Financial Group
Minnesota
$467K – – –
JIC
261
Johnson Investment Counsel
Ohio
$465K – – –
PAA
262
Peregrine Asset Advisers
Oregon
$460K – – –
FCBT
263
First Citizens Bank & Trust
North Carolina
$459K +$443K +4,087 New
PIM
264
Progressive Investment Management
Oregon
$449K – – –
WCF
265
West Coast Financial
California
$449K – – –
ML
266
McAdam LLC
Pennsylvania
$444K +$20.4K +188 +5%
PHIC
267
Pine Haven Investment Counsel
Massachusetts
$442K -$21.7K -200 -5%
PA
268
Pinnacle Associates
New York
$428K +$18.2K +168 +5%
BCPWM
269
Bradley & Co Private Wealth Management
Florida
$426K +$216K +1,995 +111%
NSIM
270
North Star Investment Management
Illinois
$425K – – –
AGA
271
Arkos Global Advisors
Texas
$416K -$9K -83 -2%
ZAM
272
Zevin Asset Management
Massachusetts
$414K – – –
WCG
273
Weaver Consulting Group
California
$414K – – –
GCP
274
GSA Capital Partners
United Kingdom
$412K +$56.9K +525 +17%
GRP
275
Global Retirement Partners
California
$412K +$23K +212 +6%
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11
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