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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
276
1834 Investment Advisors
Wisconsin
$16K – – –
GRP
277
Global Retirement Partners
California
$16K – – –
PWMG
278
Prestige Wealth Management Group
New Jersey
$15K – – –
KTC
279
Kistler-Tiffany Companies
Pennsylvania
$15K +$14.4K +200 New
RE
280
RBC Europe
United Kingdom
$13.2K – – –
WP
281
WealthShield Partners
North Carolina
$13K – – –
PP
282
Pacifica Partners
Canada
$10K – – –
CCM
283
Covington Capital Management
California
$7K – – –
DOA
284
D'Orazio & Associates
Virginia
$6K – – –
F
285
F3Logic
Minnesota
$5K +$4.91K +68 New
CA
286
Clearstead Advisors
Ohio
$5K – – –
EW
287
Evoke Wealth
California
$4K – – –
CPW
288
Catalyst Private Wealth
California
$3K +$3.32K +46 New
NFG
289
Next Financial Group
Texas
$2K +$2.31K +32 New
HCP
290
Hexagon Capital Partners
Arkansas
$2K +$2.6K +36 New
WIM
291
Westside Investment Management
California
$1.1K -$8.52K -118 -0.8%
PMFA
292
Plante Moran Financial Advisors
Michigan
$1K – – –
JCM
293
Jacobi Capital Management
Pennsylvania
– -$2K -44,638 Closed
TSA
294
Tri-Star Advisors
Texas
– -$395K -5,662 Closed
RW
295
RVW Wealth
California
– -$289K -4,324 Closed
VWA
296
V Wealth Advisors
Kansas
– -$249K -3,714 Closed
SF
297
Synovus Financial
Georgia
– -$50K -744 Closed
FWM
298
Filbrandt Wealth Management
Wisconsin
– -$47K -700 Closed
CFD
299
Creative Financial Designs
Indiana
– -$39K -582 Closed
PIMG
300
Patriot Investment Management Group
Tennessee
– -$28.8K -430 Closed
9 10 11
12
13