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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
351
LWS Wealth Advisors
New Jersey
$217K +$388 +4 +0.2%
BSSFA
352
Baron Silver Stevens Financial Advisors
Florida
$213K – – –
PIA
353
Perennial Investment Advisors
California
$213K +$1.16K +12 +0.5%
KA
354
Klingman & Associates
New York
$212K – – –
GRP
355
Global Retirement Partners
California
$212K +$244K +2,519 New
APA
356
American Portfolios Advisors
New York
$212K -$10.4K -107 -5%
BCI
357
Brinker Capital Investments
Pennsylvania
$209K – – –
LIM
358
Leavell Investment Management
Alabama
$208K – – –
W
359
Wealthquest
Ohio
$208K – – –
CF
360
Corrigan Financial
Rhode Island
$205K -$26.2K -270 -11%
KFP
361
KMG Fiduciary Partners
Ohio
$203K – – –
FPF
362
First Pacific Financial
Washington
$202K -$5.62K -58 -3%
AWM
363
AllSquare Wealth Management
New York
$197K – – –
GWM
364
Geneos Wealth Management
Colorado
$192K -$136K -1,400 -41%
MCC
365
Money Concepts Capital
Florida
$182K +$12.2K +126 +7%
BCPWM
366
Bradley & Co Private Wealth Management
Florida
$174K – – –
ATC
367
Adirondack Trust Company
New York
$164K +$33.4K +345 +26%
PFS
368
Prospera Financial Services
Texas
$160K +$160K +1,649 New
AF
369
Advisornet Financial
Minnesota
$158K +$68.8K +710 +77%
CCM
370
Covington Capital Management
California
$153K – – –
RG
371
Retirement Group
California
$143K -$43.3K -447 -23%
RE
372
RBC Europe
United Kingdom
$134K +$48.5K +500 +56%
CWM
373
Cranbrook Wealth Management
Michigan
$132K +$194 +2 +0.1%
LWCFA
374
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$120K -$49.5K -511 -29%
CT
375
Caldwell Trust
Florida
$114K – – –
13 14
15
16 17