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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
326
HCR Wealth Advisors
California
$202K – – –
CFD
327
Creative Financial Designs
Indiana
$196K -$43.7K -498 -17%
NSIM
328
North Star Investment Management
Illinois
$195K +$1.76K +20 +0.8%
CCM
329
Cribstone Capital Management
Maine
$192K – – –
FCG
330
Financial Connections Group
California
$186K -$1.05K -12 -0.5%
S
331
SignatureFD
Georgia
$184K – – –
BAM
332
Baldrige Asset Management
Pennsylvania
$179K -$74.8K -852 -28%
AWM
333
AllSquare Wealth Management
New York
$178K +$15.8K +180 +9%
GWM
334
Geneos Wealth Management
Colorado
$162K – – –
CS
335
Credit Suisse
Switzerland
$161K +$175K +1,998 New
APA
336
American Portfolios Advisors
New York
$148K -$31.5K -359 -16%
BCPWM
337
Bradley & Co Private Wealth Management
Florida
$145K – – –
ATC
338
Adirondack Trust Company
New York
$142K +$5.71K +65 +4%
AF
339
Advisornet Financial
Minnesota
$132K – – –
MCC
340
Money Concepts Capital
Florida
$130K -$25K -285 -15%
CCM
341
Covington Capital Management
California
$128K – – –
RE
342
RBC Europe
United Kingdom
$119K +$8.34K +95 +7%
RG
343
Retirement Group
California
$113K -$6.5K -74 -5%
CWM
344
Cranbrook Wealth Management
Michigan
$110K +$176 +2 +0.1%
GT
345
Glenmede Trust
Pennsylvania
$108K +$42.1K +480 +56%
TCM
346
Tradewinds Capital Management
Washington
$105K -$26M -295,785 -100%
LC
347
Lindbrook Capital
California
$96K +$104K +1,187 New
CT
348
Caldwell Trust
Florida
$95.2K – – –
GWSG
349
GPS Wealth Strategies Group
Colorado
$94K – – –
PWMG
350
Prestige Wealth Management Group
New Jersey
$92K +$81.9K +933 +457%
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14
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