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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
376
Voya Financial Advisors
Connecticut
– -$1.48M -16,915 Closed
TCM
377
Tuttle Capital Management
Connecticut
– -$1.16M -13,160 Closed
GWM
378
Greenwich Wealth Management
Connecticut
– -$1.1M -12,560 Closed
MWM
379
MBE Wealth Management
Wisconsin
– -$1.08M -12,271 Closed
TAS
380
TIFF Advisory Services
Pennsylvania
– -$1.07M -12,195 Closed
SFS
381
Sowell Financial Services
Arkansas
– -$1.09M -11,826 Closed
BBA
382
Braun-Bostich & Associates
Pennsylvania
– -$211K -2,407 Closed
WAP
383
Wealthcare Advisory Partners
Pennsylvania
– -$154K -1,758 Closed
AWC
384
Abundance Wealth Counselors
Pennsylvania
– -$135K -1,539 Closed
CAC
385
Certified Advisory Corp
Florida
– -$74K -837 Closed
AWG
386
Altus Wealth Group
Colorado
– -$38K -410 Closed
FFC
387
Fure Financial Corporation
Minnesota
– -$10K -116 Closed
RW
388
RVW Wealth
California
– +$198K +2,144 New
12 13 14 15
16