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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
326
MUFG Americas
New York
$289K – – –
NSIM
327
North Star Investment Management
Illinois
$289K – – –
CCFCSB
328
Cape Cod Five Cents Savings Bank
Massachusetts
$287K -$11.8K -115 -4%
HG
329
Harbor Group
New Hampshire
$287K +$11K +107 +4%
SHGA
330
Sand Hill Global Advisors
California
$287K +$278K +2,701 New
AMM
331
American Money Management
California
$286K – – –
BP
332
Ballentine Partners
Massachusetts
$283K – – –
MCM
333
MAI Capital Management
Ohio
$281K +$272K +2,643 New
FCB
334
First Command Bank
Texas
$280K – – –
MC
335
Moors & Cabot
Massachusetts
$279K +$48.5K +472 +22%
RTC
336
Riverview Trust Company
Washington
$277K – – –
MA
337
MJP Associates
Connecticut
$275K -$18.8K -183 -7%
CA
338
Cornerstone Advisory
Maryland
$275K +$265K +2,582 New
LA
339
LexAurum Advisors
Kansas
$274K – – –
D
340
Diversified
Delaware
$269K +$720 +7 +0.3%
HWA
341
HCR Wealth Advisors
California
$266K – – –
APW
342
Austin Private Wealth
Texas
$262K – – –
RA
343
RFG Advisory
Alabama
$260K -$5.34K -52 -2%
PJSIMP
344
P.J. Schmidt Investment Management (PJS)
Wisconsin
$260K +$5.14K +50 +2%
CF
345
Corrigan Financial
Rhode Island
$253K – – –
IWP
346
IAG Wealth Partners
Wisconsin
$252K -$2.06K -20 -0.8%
WF
347
Welch & Forbes
Massachusetts
$251K +$243K +2,366 New
CS
348
Credit Suisse
Switzerland
$248K – – –
GBT
349
Grove Bank & Trust
Florida
$247K – – –
HIA
350
Harbor Investment Advisory
Maryland
$247K +$7.2K +70 +3%
12 13
14
15 16