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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
326
Focused Wealth Management
New York
$40K +$85 +1 +0.2%
AWG
327
Altus Wealth Group
Colorado
$38K – – –
DWMG
328
DB Wealth Management Group
California
$36K – – –
MIM
329
Macroview Investment Management
Maryland
$34K +$32.6K +382 New
WWM
330
Wolff Wiese Magana
California
$29K – – –
ACA
331
Atlas Capital Advisors
Wyoming
$26.3K +$25.6K +300 New
FRA
332
Front Row Advisors
California
$22K +$2.99K +35 +17%
TC
333
Trust Company
Kansas
$21K – – –
CAAS
334
Capital Asset Advisory Services
Michigan
$20K +$85 +1 +0.4%
PWMG
335
Prestige Wealth Management Group
New Jersey
$20K +$171 +2 +0.9%
AIC
336
Ameritas Investment Company
Nebraska
$19.8K +$19.3K +226 New
GRP
337
Global Retirement Partners
California
$19K – – –
KTC
338
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
RE
339
RBC Europe
United Kingdom
$15.8K – – –
NL
340
NEPC LLC
Massachusetts
$12.2K +$11.9K +139 New
PP
341
Pacifica Partners
Canada
$12K – – –
TWM
342
Tradition Wealth Management
Minnesota
$12K – – –
GWSG
343
GPS Wealth Strategies Group
Colorado
$12K +$11.8K +138 New
FFC
344
Fure Financial Corporation
Minnesota
$10K -$21.6K -253 -69%
CA
345
Clearstead Advisors
Ohio
$9K – – –
DOA
346
D'Orazio & Associates
Virginia
$7K – – –
FP
347
Financial Perspectives
Minnesota
$6.25K +$6.06K +71 New
CWA
348
Clearview Wealth Advisors
Oregon
$5K – – –
MS
349
Mizuho Securities
Japan
$5K +$3.41K +40 +222%
EW
350
Evoke Wealth
California
$4K – – –
11 12 13
14
15