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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
351
Financial Connections Group
California
$247K +$239K +2,325 New
APA
352
American Portfolios Advisors
New York
$244K -$78.1K -760 -25%
S
353
SignatureFD
Georgia
$242K – – –
CPA
354
Capital Performance Advisors
California
$241K +$262K +2,550 New
SS
355
Sunbelt Securities
Texas
$238K -$73K -710 -23%
LWA
356
LWS Wealth Advisors
New Jersey
$238K +$308 +3 +0.1%
KCM
357
Karp Capital Management
California
$237K +$10.5K +102 +5%
BSSFA
358
Baron Silver Stevens Financial Advisors
Florida
$234K – – –
PIA
359
Perennial Investment Advisors
California
$233K -$7.2K -70 -3%
KA
360
Klingman & Associates
New York
$233K – – –
LWP
361
Laurel Wealth Planning
Minnesota
$231K -$688K -6,691 -75%
BCI
362
Brinker Capital Investments
Pennsylvania
$230K – – –
CA
363
Callahan Advisors
Texas
$228K – – –
FPF
364
First Pacific Financial
Washington
$228K – – –
LIM
365
Leavell Investment Management
Alabama
$228K – – –
APG
366
Abacus Planning Group
South Carolina
$223K – – –
KFP
367
KMG Fiduciary Partners
Ohio
$223K – – –
MFA
368
Mayflower Financial Advisors
Massachusetts
$223K +$216K +2,097 New
NL
369
Navalign LLC
California
$221K +$213K +2,076 New
AWM
370
AllSquare Wealth Management
New York
$216K – – –
MHI
371
Miller Howard Investments
New York
$215K +$208K +2,025 New
PP
372
Patron Partners
Texas
$210K +$203K +1,972 New
PPP
373
Private Portfolio Partners
New Jersey
$209K +$202K +1,969 New
W
374
Wealthquest
Ohio
$208K -$22.2K -216 -10%
TRCT
375
Tower Research Capital (TRC)
New York
$205K -$399K -3,878 -67%
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