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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
276
Warner Financial
Maryland
$453K -$312K -2,576 -40%
ZAM
277
Zevin Asset Management
Massachusetts
$452K – – –
PWMAG
278
Pinnacle Wealth Management Advisory Group
New Jersey
$451K +$118K +977 +33%
UIA
279
Ulland Investment Advisors
Minnesota
$446K -$606K -5,000 -56%
BC
280
Brio Consultants
California
$446K -$43.3K -357 -8%
SVWAG
281
Sound View Wealth Advisors Group
Georgia
$444K -$2.42K -20 -0.5%
WWM
282
Western Wealth Management
Colorado
$441K +$364 +3 +0.1%
PAA
283
Peregrine Asset Advisers
Oregon
$435K +$2.18K +18 +0.5%
NSIM
284
North Star Investment Management
Illinois
$433K – – –
TAM
285
Trillium Asset Management
Massachusetts
$431K -$14.8K -122 -3%
AGA
286
Arkos Global Advisors
Texas
$425K -$849 -7 -0.2%
WCG
287
Weaver Consulting Group
California
$423K – – –
NI
288
Natural Investments
California
$421K +$87K +718 +24%
MBTD
289
Mechanics Bank - Trust Department
California
$414K -$75.2K -620 -15%
BFS
290
Bradley Foster & Sargent
Connecticut
$414K – – –
PWMA
291
Pension & Wealth Management Advisors
Massachusetts
$407K – – –
FT
292
Fiduciary Trust
Massachusetts
$400K +$212K +1,751 +101%
CFFNO
293
Common Fund For Nonprofit Organizations
Connecticut
$400K +$17.3K +143 +4%
HG
294
Harbor Group
New Hampshire
$394K -$3.27K -27 -0.8%
HCM
295
Highview Capital Management
Illinois
$392K – – –
MCFP
296
Mallini Complete Financial Planning
Florida
$392K – – –
FHA
297
Flagship Harbor Advisors
Massachusetts
$392K +$8.73K +72 +2%
AWM
298
Affinity Wealth Management
Delaware
$391K – – –
SAM
299
Sherman Asset Management
California
$391K – – –
KFP
300
KMG Fiduciary Partners
Ohio
$389K -$9.09K -75 -2%
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