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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
276
Bradley & Co Private Wealth Management
Florida
$555K – – –
SFG
277
SNS Financial Group
Minnesota
$550K – – –
ZAM
278
Zevin Asset Management
Massachusetts
$549K – – –
CWM
279
Connecticut Wealth Management
Connecticut
$547K +$116K +837 +27%
GPCM
280
Guardsman Private Capital Management
Florida
$544K +$539K +3,906 New
NSIM
281
North Star Investment Management
Illinois
$538K -$1.38K -10 -0.3%
UIA
282
Ulland Investment Advisors
Minnesota
$537K -$3.45K -25 -0.6%
PRAG
283
Portfolio Resources Advisor Group
Florida
$530K +$525K +3,800 New
PAA
284
Peregrine Asset Advisers
Oregon
$528K – – –
FFA
285
First Foundation Advisors
California
$526K +$120K +869 +30%
WF
286
Warner Financial
Maryland
$517K +$414 +3 +0.1%
HG
287
Harbor Group
New Hampshire
$515K +$690 +5 +0.1%
WCG
288
Weaver Consulting Group
California
$513K – – –
AWA
289
Asempa Wealth Advisors
Louisiana
$510K +$505K +3,660 New
ABC
290
Associated Banc-Corp
Wisconsin
$502K +$112K +813 +29%
B
291
Birchbrook
Maine
$497K -$5.52K -40 -1%
DE
292
Diversified Enterprises
Delaware
$495K +$1.24K +9 +0.3%
SVWAG
293
Sound View Wealth Advisors Group
Georgia
$492K +$138 +1 +0%
IIC
294
Integrated Investment Consultants
Michigan
$490K -$96.1K -696 -17%
PWMA
295
Pension & Wealth Management Advisors
Massachusetts
$490K – – –
ATPW
296
Ashton Thomas Private Wealth
Arizona
$476K -$65.9K -477 -12%
HCM
297
Highview Capital Management
Illinois
$476K – – –
MCFP
298
Mallini Complete Financial Planning
Florida
$475K – – –
WA
299
Win Advisors
Florida
$474K +$470K +3,405 New
SA
300
Sanctuary Advisors
Indiana
$474K +$24K +174 +5%
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