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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
301
Bartlett & Co
Ohio
$299K – – –
BCWM
302
Bartlett & Co Wealth Management
Ohio
$299K – – –
PWM
303
Perigon Wealth Management
California
$298K – – –
BAM
304
Baldrige Asset Management
Pennsylvania
$297K +$3.2K +33 +1%
BC
305
Brio Consultants
California
$284K -$6.3K -65 -2%
CFD
306
Creative Financial Designs
Indiana
$283K +$581 +6 +0.2%
JF
307
JSF Financial
California
$283K +$284K +2,927 New
H
308
HoyleCohen
California
$281K – – –
HA
309
Harfst & Associates
Wyoming
$277K – – –
BCM
310
BTR Capital Management
California
$274K – – –
HG
311
Harbor Group
New Hampshire
$274K +$12.7K +131 +5%
AWA
312
Archvest Wealth Advisors
California
$271K -$8.24K -85 -3%
LI
313
LVZ Inc
Michigan
$269K – – –
NCM
314
New Capital Management
Texas
$269K – – –
OWP
315
Obermeyer Wealth Partners
Colorado
$266K – – –
MC
316
Moors & Cabot
Massachusetts
$266K +$11.7K +121 +5%
RTS
317
Round Table Services
New Jersey
$265K – – –
MA
318
MUFG Americas
New York
$263K – – –
RA
319
RFG Advisory
Alabama
$263K +$25.8K +266 +11%
SHGA
320
Sand Hill Global Advisors
California
$262K – – –
AMM
321
American Money Management
California
$261K – – –
FAFN
322
First Affirmative Financial Network
Colorado
$260K -$1.48M -15,318 -85%
BP
323
Ballentine Partners
Massachusetts
$258K – – –
MA
324
MJP Associates
Connecticut
$258K +$7.37K +76 +3%
IA
325
IFP Advisors
Florida
$258K +$137K +1,413 +164%
11 12
13
14 15