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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
301
Focus Financial Network
Minnesota
$280K +$265K +2,985 New
EFG
302
Ethos Financial Group
Pennsylvania
$279K – – –
AIM
303
Acropolis Investment Management
Missouri
$278K – – –
SF
304
Synovus Financial
Georgia
$272K +$23K +259 +10%
LI
305
LVZ Inc
Michigan
$269K – – –
BCWM
306
Bartlett & Co Wealth Management
Ohio
$264K – – –
BC
307
Bartlett & Co
Ohio
$264K – – –
MCM
308
MAI Capital Management
Ohio
$260K +$533 +6 +0.2%
HG
309
Harbor Group
New Hampshire
$256K +$178 +2 +0.1%
H
310
HoyleCohen
California
$256K – – –
HI
311
Hudock Inc
Pennsylvania
$255K -$7.64K -86 -3%
BC
312
Brio Consultants
California
$254K +$622 +7 +0.3%
ML
313
McAdam LLC
Pennsylvania
$253K +$11.8K +133 +5%
GPA
314
Guerra Pan Advisors
New Jersey
$249K – – –
BP
315
Ballentine Partners
Massachusetts
$249K – – –
JWA
316
JFS Wealth Advisors
Pennsylvania
$248K -$75.5K -850 -24%
SWIG
317
Strategic Wealth Investment Group
Kentucky
$245K -$84.8K -955 -27%
LA
318
LexAurum Advisors
Kansas
$241K +$89 +1 +0%
LB
319
Leo Brokerage
Texas
$241K +$622 +7 +0.3%
CPA
320
Capital Performance Advisors
California
$239K – – –
WPWM
321
Western Pacific Wealth Management
Illinois
$238K – – –
VHAM
322
Van Hulzen Asset Management
California
$236K +$5.15K +58 +2%
IWP
323
IAG Wealth Partners
Wisconsin
$235K -$18.4K -207 -8%
HWA
324
HCR Wealth Advisors
California
$234K – – –
MLA
325
My Legacy Advisors
Oregon
$232K -$2.4K -27 -1%
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13
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