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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
276
Asempa Wealth Advisors
Louisiana
$565K – – –
FCAS
277
First Command Advisory Services
Texas
$556K -$102K -689 -16%
ABC
278
Associated Banc-Corp
Wisconsin
$554K -$886 -6 -0.2%
CA
279
Continuum Advisory
Idaho
$554K +$46.1K +312 +10%
DE
280
Diversified Enterprises
Delaware
$552K +$1.03K +7 +0.2%
IIC
281
Integrated Investment Consultants
Michigan
$548K – – –
SVWAG
282
Sound View Wealth Advisors Group
Georgia
$545K – – –
OG
283
Odyssey Group
Pennsylvania
$542K +$518K +3,511 New
FFA
284
First Foundation Advisors
California
$541K -$39.9K -270 -7%
FT
285
Fiduciary Trust
Massachusetts
$532K -$237K -1,604 -32%
BCI
286
Brinker Capital Investments
Pennsylvania
$529K +$224K +1,515 +79%
CWP
287
Corepath Wealth Partners
Arizona
$529K -$2.95K -20 -0.6%
HCM
288
Highview Capital Management
Illinois
$527K – – –
MCFP
289
Mallini Complete Financial Planning
Florida
$526K – – –
KFP
290
KMG Fiduciary Partners
Ohio
$523K +$5.17K +35 +1%
ATPW
291
Ashton Thomas Private Wealth
Arizona
$521K -$5.91K -40 -1%
SWP
292
Stratos Wealth Partners
Ohio
$520K -$8.71K -59 -2%
BFS
293
Bradley Foster & Sargent
Connecticut
$513K -$3.69K -25 -0.7%
HIA
294
Harbor Investment Advisory
Maryland
$505K -$738 -5 -0.2%
AAS
295
Ameritas Advisory Services
Nebraska
$502K -$105K -709 -18%
SS
296
Sound Stewardship
Kansas
$498K – – –
PWMA
297
Pension & Wealth Management Advisors
Massachusetts
$495K -$50.9K -345 -10%
CFG
298
Citizens Financial Group
Rhode Island
$491K -$3.1K -21 -0.7%
MPIM
299
McGinn Penninger Investment Management
Virginia
$490K -$65.7K -445 -12%
TAM
300
Trillium Asset Management
Massachusetts
$486K – – –
10 11
12
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