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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
301
Brio Consultants
California
$238K -$351 -4 -0.1%
GPA
302
Guerra Pan Advisors
New Jersey
$236K – – –
H
303
HoyleCohen
California
$234K – – –
MC
304
Moors & Cabot
Massachusetts
$234K +$12.9K +147 +5%
NCM
305
New Capital Management
Texas
$232K – – –
HA
306
Harfst & Associates
Wyoming
$231K – – –
HG
307
Harbor Group
New Hampshire
$229K +$263 +3 +0.1%
SHGA
308
Sand Hill Global Advisors
California
$227K +$9.74K +111 +4%
LI
309
LVZ Inc
Michigan
$224K – – –
MCM
310
MAI Capital Management
Ohio
$223K +$10.4K +119 +4%
OWP
311
Obermeyer Wealth Partners
Colorado
$222K – – –
RTS
312
Round Table Services
New Jersey
$221K +$88 +1 +0%
MA
313
MUFG Americas
New York
$219K – – –
AMM
314
American Money Management
California
$217K – – –
BP
315
Ballentine Partners
Massachusetts
$215K – – –
RIS
316
Retirement Income Solutions
Michigan
$210K -$103K -1,176 -31%
IWP
317
IAG Wealth Partners
Wisconsin
$209K +$2.19K +25 +1%
LA
318
LexAurum Advisors
Kansas
$208K – – –
FAFN
319
First Affirmative Financial Network
Colorado
$206K -$11.8K -134 -5%
CPA
320
Capital Performance Advisors
California
$206K – – –
D
321
Diversified
Delaware
$205K +$263 +3 +0.1%
CAG
322
Csenge Advisory Group
Florida
$205K +$11.3K +129 +5%
VHAM
323
Van Hulzen Asset Management
California
$204K -$49.1K -559 -18%
WPWM
324
Western Pacific Wealth Management
Illinois
$204K – – –
GRP
325
Global Retirement Partners
California
$204K +$614 +7 +0.3%
11 12
13
14 15