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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
326
Baldrige Asset Management
Pennsylvania
$168K – – –
TRCT
327
Tower Research Capital (TRC)
New York
$159K +$178K +2,098 New
ATC
328
Adirondack Trust Company
New York
$150K +$17.9K +210 +12%
GWM
329
Geneos Wealth Management
Colorado
$143K -$8.51K -100 -5%
BCPWM
330
Bradley & Co Private Wealth Management
Florida
$137K – – –
FM
331
Family Management
New York
$131K -$130K -1,527 -47%
AF
332
Advisornet Financial
Minnesota
$124K – – –
CCM
333
Covington Capital Management
California
$120K – – –
MCC
334
Money Concepts Capital
Florida
$113K -$9.1K -107 -7%
CWM
335
Cranbrook Wealth Management
Michigan
$104K +$255 +3 +0.2%
LC
336
Lindbrook Capital
California
$90K – – –
GWSG
337
GPS Wealth Strategies Group
Colorado
$89K – – –
PWMG
338
Prestige Wealth Management Group
New Jersey
$86K – – –
BFPW
339
BOK Financial Private Wealth
Colorado
$84K – – –
FWP
340
FAS Wealth Partners
Kansas
$83K – – –
MCM
341
Manchester Capital Management
Vermont
$81K – – –
RG
342
Retirement Group
California
$78K -$31.8K -374 -27%
GEA
343
Glen Eagle Advisors
New Jersey
$76.7K – – –
AJ
344
Ashburton (Jersey)
Jersey
$72K – – –
CT
345
Caldwell Trust
Florida
$68.3K -$23.8K -280 -24%
GT
346
Glenmede Trust
Pennsylvania
$65K -$40.8K -480 -36%
HR
347
Howe & Rusling
New York
$65K – – –
SSB
348
Sandy Spring Bank
Maryland
$64K +$680 +8 +1%
BWP
349
Baldwin Wealth Partners
Massachusetts
$63K – – –
CA
350
Crewe Advisors
Utah
$62K +$69K +811 New
12 13
14
15 16