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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
301
First Pacific Financial
Washington
$213K +$206K +2,227 New
NSIM
302
North Star Investment Management
Illinois
$212K +$87.9K +950 +75%
KA
303
Klingman & Associates
New York
$210K +$203K +2,194 New
BSSFA
304
Baron Silver Stevens Financial Advisors
Florida
$210K +$204K +2,206 New
KLI
305
Kelman-Lazarov Inc
Tennessee
$207K +$200K +2,163 New
BCI
306
Brinker Capital Investments
Pennsylvania
$206K +$200K +2,160 New
KCM
307
Karp Capital Management
California
$204K +$197K +2,130 New
RG
308
Retirement Group
California
$202K +$23.7K +256 +14%
MC
309
Moors & Cabot
Massachusetts
$202K +$195K +2,113 New
KFP
310
KMG Fiduciary Partners
Ohio
$201K +$194K +2,100 New
AWM
311
AllSquare Wealth Management
New York
$194K – – –
HIA
312
Harbor Investment Advisory
Maryland
$191K +$19.4K +210 +12%
BCPWM
313
Bradley & Co Private Wealth Management
Florida
$174K – – –
HI
314
Hudock Inc
Pennsylvania
$172K +$5.27K +57 +3%
FWP
315
FAS Wealth Partners
Kansas
$161K +$740 +8 +0.5%
IA
316
IFP Advisors
Florida
$140K +$53.6K +580 +65%
CCM
317
Covington Capital Management
California
$134K – – –
CWM
318
Cranbrook Wealth Management
Michigan
$130K +$185 +2 +0.1%
FPW
319
Flagship Private Wealth
Massachusetts
$130K +$277 +3 +0.2%
BAM
320
Barrett Asset Management
New York
$115K -$23.1K -250 -17%
ADL
321
Asset Dedication LLC
California
$115K +$12.5K +135 +13%
CT
322
Caldwell Trust
Florida
$113K – – –
GWSG
323
GPS Wealth Strategies Group
Colorado
$112K +$95.5K +1,032 +748%
GAM
324
Gemmer Asset Management
California
$110K +$555 +6 +0.5%
BWA
325
BDO Wealth Advisors
Florida
$101K – – –
11 12
13
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