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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
301
Fusion Family Wealth
New York
$340K – – –
CAG
302
Crestwood Advisors Group
Massachusetts
$336K – – –
MIA
303
MMBG Investment Advisors
Florida
$333K -$305K -2,930 -48%
AWS
304
Atria Wealth Solutions
New York
$330K +$6.77K +65 +2%
PG
305
Prostatis Group
Maryland
$328K +$313K +3,006 New
FA
306
Fiduciary Alliance
South Carolina
$328K -$309K -2,963 -50%
OFG
307
Oxford Financial Group
Indiana
$327K – – –
OWA
308
Opal Wealth Advisors
New York
$327K +$7.71K +74 +3%
PIA
309
Panoramic Investment Advisors
Colorado
$326K +$3.85K +37 +1%
LI
310
LVZ Inc
Michigan
$324K +$9.37K +90 +3%
BFA
311
BBJS Financial Advisors
Washington
$320K -$35.5K -341 -10%
SHGA
312
Sand Hill Global Advisors
California
$319K -$19.6K -188 -6%
PFS
313
Prospera Financial Services
Texas
$318K +$52.6K +505 +21%
CFFNO
314
Common Fund For Nonprofit Organizations
Connecticut
$316K -$16.9K -162 -5%
PWMA
315
Pension & Wealth Management Advisors
Massachusetts
$309K +$96.3K +925 +49%
BCWM
316
Bartlett & Co Wealth Management
Ohio
$308K – – –
AIM
317
Acropolis Investment Management
Missouri
$300K -$23.4K -225 -8%
H
318
HoyleCohen
California
$298K – – –
KA
319
Klingman & Associates
New York
$294K – – –
GPA
320
Guerra Pan Advisors
New Jersey
$291K – – –
BP
321
Ballentine Partners
Massachusetts
$290K – – –
JWA
322
JFS Wealth Advisors
Pennsylvania
$289K – – –
MBTD
323
Mechanics Bank - Trust Department
California
$289K -$152K -1,460 -36%
AWA
324
Archvest Wealth Advisors
California
$289K – – –
PWMAG
325
Pinnacle Wealth Management Advisory Group
New Jersey
$282K – – –
11 12
13
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