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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
276
Punch & Associates Investment Management
Minnesota
$119K -$11K -141 -9%
CCM
277
Covington Capital Management
California
$119K +$106K +1,350 +1,350%
CWM
278
Cranbrook Wealth Management
Michigan
$112K +$235 +3 +0.2%
FPW
279
Flagship Private Wealth
Massachusetts
$111K +$104K +1,333 New
NSIM
280
North Star Investment Management
Illinois
$105K +$3.75K +48 +4%
RG
281
Retirement Group
California
$104K +$99.4K +1,271 New
CT
282
Caldwell Trust
Florida
$97.2K – – –
GAM
283
Gemmer Asset Management
California
$94K -$10.4K -133 -10%
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
$91K -$37.1K -474 -30%
ADL
285
Asset Dedication LLC
California
$90K +$860 +11 +1%
MCC
286
Money Concepts Capital
Florida
$87K +$82.5K +1,056 New
APC
287
Aspire Private Capital
North Carolina
$85K – – –
GEA
288
Glen Eagle Advisors
New Jersey
$79.5K +$48.1K +615 +176%
IA
289
IFP Advisors
Florida
$75K +$156 +2 +0.2%
AF
290
Advisornet Financial
Minnesota
$72K -$5.32K -68 -7%
CWP
291
Concord Wealth Partners
Virginia
$71K +$67.2K +860 New
HR
292
Howe & Rusling
New York
$70K – – –
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$70K – – –
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$69K +$65.7K +840 New
BWP
295
Baldwin Wealth Partners
Massachusetts
$68K – – –
AIA
296
Arcadia Investment Advisors
Idaho
$64.6K +$391 +5 +0.6%
PA
297
Parallel Advisors
California
$59K -$297K -3,800 -84%
ACA
298
Aptus Capital Advisors
Alabama
$58K – – –
ATC
299
Adirondack Trust Company
New York
$49K – – –
WEC
300
Winslow Evans & Crocker
Massachusetts
$49K – – –
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