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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
276
Highview Capital Management
Illinois
$311K – – –
BFS
277
Bradley Foster & Sargent
Connecticut
$311K +$8.24K +100 +3%
WCG
278
Weaver Consulting Group
California
$303K – – –
RCM
279
Radnor Capital Management
Pennsylvania
$302K – – –
PIM
280
Penobscot Investment Management
Massachusetts
$301K – – –
SCG
281
Sonata Capital Group
Washington
$300K – – –
SHGA
282
Sand Hill Global Advisors
California
$300K -$50.2K -610 -14%
PA
283
Pinnacle Associates
New York
$299K +$8.4K +102 +3%
TFS
284
Thoroughbred Financial Services
Tennessee
$297K -$72.9K -885 -20%
SFA
285
Sequoia Financial Advisors
Ohio
$293K +$1.32K +16 +0.5%
OWA
286
Opal Wealth Advisors
New York
$291K +$577 +7 +0.2%
OIA
287
OneDigital Investment Advisors
Kansas
$289K +$289K +3,513 New
FHA
288
Flagship Harbor Advisors
Massachusetts
$289K +$1.07K +13 +0.4%
PFS
289
Prospera Financial Services
Texas
$289K +$41.5K +504 +17%
JWA
290
JFS Wealth Advisors
Pennsylvania
$288K – – –
WT
291
Whittier Trust
California
$288K -$81.5K -989 -22%
AWM
292
Affinity Wealth Management
Delaware
$280K +$12.4K +150 +5%
HIA
293
Harbor Investment Advisory
Maryland
$277K +$824 +10 +0.3%
PFA
294
Pathway Financial Advisors
Vermont
$274K -$244K -2,964 -47%
SWIG
295
Strategic Wealth Investment Group
Kentucky
$273K -$20.4K -248 -7%
CCFCSB
296
Cape Cod Five Cents Savings Bank
Massachusetts
$273K -$8.24K -100 -3%
PCA
297
Personal Capital Advisors
California
$272K +$82 +1 +0%
SA
298
SL Advisors
New Jersey
$271K +$2.55K +31 +1%
FWCM
299
Ferguson Wellman Capital Management
Oregon
$264K – – –
PWA
300
Providence Wealth Advisors
Illinois
$263K +$266K +3,228 New
10 11
12
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