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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
376
Goodwin Investment Advisory
Georgia
$36.1K +$35.7K +407 +1,018%
CWM
377
Curi Wealth Management
North Carolina
$35K – – –
PAIM
378
Punch & Associates Investment Management
Minnesota
$33K -$1.32K -15 -4%
CFB
379
Cullen/Frost Bankers
Texas
$33K +$88 +1 +0.2%
TFS
380
TrustCore Financial Services
Tennessee
$33K +$35.4K +403 New
DWMG
381
DB Wealth Management Group
California
$31K -$2.37K -27 -7%
MIM
382
Macroview Investment Management
Maryland
$31K – – –
FWM
383
Focused Wealth Management
New York
$30K +$88 +1 +0.3%
MFAM
384
M Financial Asset Management
Oregon
$28K – – –
OSAM
385
O'Shaughnessy Asset Management
Connecticut
$27K – – –
WWM
386
Wolff Wiese Magana
California
$27K – – –
IRC
387
Investors Research Corp
Georgia
$26K +$16.4K +187 +136%
SWM
388
SeaCrest Wealth Management
New York
$26K +$27.9K +318 New
TWC
389
TD Waterhouse Canada
Ontario, Canada
$22.8K – – –
MFC
390
Morris Financial Concepts
South Carolina
$22K +$6.58K +75 +38%
CAAS
391
Capital Asset Advisory Services
Michigan
$21K +$22.8K +260 New
FRA
392
Front Row Advisors
California
$20K – – –
KTC
393
Kistler-Tiffany Companies
Pennsylvania
$16K – – –
TCWA
394
Ten Capital Wealth Advisors
Washington
$16K – – –
SPWM
395
Spartan Planning & Wealth Management
North Carolina
$16K +$17.6K +201 New
CAM
396
Costello Asset Management
Pennsylvania
$13K – – –
MAM
397
Meeder Asset Management
Ohio
$13K +$14.6K +166 New
FSWA
398
Financial Synergies Wealth Advisors
Texas
$11.4K +$12.5K +142 New
FP
399
Financial Perspectives
Minnesota
$11.1K – – –
IF
400
Integrity Financial
Wyoming
$11K – – –
14 15
16
17 18