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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
351
Money Concepts Capital
Florida
$180K +$57.9K +703 +47%
MFC
352
Morris Financial Concepts
South Carolina
$173K -$39.7K -482 -19%
SWM
353
Spire Wealth Management
Virginia
$168K -$24.1K -292 -13%
PWMA
354
Pension & Wealth Management Advisors
Massachusetts
$167K +$167K +2,025 New
ATC
355
Adirondack Trust Company
New York
$162K – – –
GWM
356
Geneos Wealth Management
Colorado
$161K +$5.35K +65 +3%
IA
357
IFP Advisors
Florida
$149K -$86.7K -1,052 -44%
BCPWM
358
Bradley & Co Private Wealth Management
Florida
$148K – – –
FM
359
Family Management
New York
$142K – – –
CA
360
Corrado Advisors
New Jersey
$142K +$142K +1,730 New
CWM
361
Cranbrook Wealth Management
Michigan
$113K +$165 +2 +0.1%
CIAS
362
Capital Investment Advisory Services
North Carolina
$107K +$107K +1,303 New
RG
363
Retirement Group
California
$98K +$12.8K +156 +15%
PWMG
364
Prestige Wealth Management Group
New Jersey
$93.6K – – –
FWP
365
FAS Wealth Partners
Kansas
$91.1K +$906 +11 +1%
BFPW
366
BOK Financial Private Wealth
Colorado
$90.7K – – –
AF
367
Advisornet Financial
Minnesota
$90.7K -$44K -534 -33%
AIA
368
Arcadia Investment Advisors
Idaho
$89.8K +$28.8K +350 +47%
GEA
369
Glen Eagle Advisors
New Jersey
$85K +$1.89K +23 +2%
PIMG
370
Patriot Investment Management Group
Tennessee
$78.5K +$74.1K +900 New
CT
371
Caldwell Trust
Florida
$74.1K – – –
GT
372
Glenmede Trust
Pennsylvania
$71K – – –
HR
373
Howe & Rusling
New York
$70K – – –
SSB
374
Sandy Spring Bank
Maryland
$69K – – –
BWP
375
Baldwin Wealth Partners
Massachusetts
$68.6K – – –
13 14
15
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