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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
301
Bartlett & Co Wealth Management
Ohio
$328K – – –
PWM
302
Perigon Wealth Management
California
$327K -$76.8K -747 -20%
AWM
303
Affinity Wealth Management
Delaware
$326K – – –
BBA
304
Braun-Bostich & Associates
Pennsylvania
$326K +$335K +3,256 New
BIA
305
Bell Investment Advisors
California
$325K -$379K -3,686 -55%
BAM
306
Baldrige Asset Management
Pennsylvania
$322K – – –
FFW
307
Fusion Family Wealth
New York
$322K +$64.6K +628 +26%
BC
308
Brio Consultants
California
$319K -$36.3K -353 -11%
DWT
309
Dorsey & Whitney Trust
South Dakota
$315K – – –
IWC
310
Integrated Wealth Concepts
Massachusetts
$315K +$2.36K +23 +0.8%
KLI
311
Kelman-Lazarov Inc
Tennessee
$314K -$23.2K -226 -7%
ES
312
Eagle Strategies
New York
$311K +$301K +2,928 New
CFD
313
Creative Financial Designs
Indiana
$310K +$58.7K +571 +24%
H
314
HoyleCohen
California
$308K – – –
GPA
315
Guerra Pan Advisors
New Jersey
$307K +$297K +2,888 New
AWA
316
Archvest Wealth Advisors
California
$306K +$296K +2,884 New
BFEC
317
Benjamin F. Edwards & Company
Missouri
$305K -$206 -2 -0.1%
HA
318
Harfst & Associates
Wyoming
$304K – – –
BCM
319
BTR Capital Management
California
$300K +$290K +2,825 New
CCM
320
Cribstone Capital Management
Maine
$297K -$1.85K -18 -0.6%
SAM
321
Secure Asset Management
Michigan
$297K +$18.5K +180 +7%
NCM
322
New Capital Management
Texas
$295K – – –
LI
323
LVZ Inc
Michigan
$295K +$4.83K +47 +2%
OWP
324
Obermeyer Wealth Partners
Colorado
$292K -$106K -1,030 -27%
RTS
325
Round Table Services
New Jersey
$291K +$35.8K +348 +15%
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