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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
376
Howe & Rusling
New York
$74.6K – – –
SSB
377
Sandy Spring Bank
Maryland
$73.6K – – –
CA
378
Crewe Advisors
Utah
$71.2K – – –
PA
379
Parallel Advisors
California
$66.4K +$1.89K +22 +3%
BWP
380
Baldwin Wealth Partners
Massachusetts
$63.6K -$9.28K -108 -13%
CWP
381
Concord Wealth Partners
Virginia
$61.4K – – –
CTA
382
Colonial Trust Advisors
South Carolina
$57.1K – – –
VNA
383
Valley National Advisers
Pennsylvania
$49K – – –
CMP
384
Coston McIsaac & Partners
Maine
$49K +$172 +2 +0.4%
FFA
385
Farther Finance Advisors
California
$47.9K – – –
ACA
386
Aptus Capital Advisors
Alabama
$46.2K – – –
GWANC
387
Guardian Wealth Advisors (North Carolina)
North Carolina
$46.2K – – –
PTC
388
Private Trust Company
Ohio
$45.9K -$4.73K -55 -10%
RPCA
389
Running Point Capital Advisors
California
$43.4K – – –
PCMC
390
Private Capital Management (Colorado)
Colorado
$39.8K +$39K +454 New
IRC
391
Investors Research Corp
Georgia
$37.8K – – –
VWM
392
Valley Wealth Managers
New Jersey
$34.1K -$17.2K -200 -34%
MIM
393
Macroview Investment Management
Maryland
$33.5K – – –
FWM
394
Focused Wealth Management
New York
$33.4K +$172 +2 +0.5%
DWMG
395
DB Wealth Management Group
California
$31.2K -$1.98K -23 -6%
MFAM
396
M Financial Asset Management
Oregon
$30K – – –
WWM
397
Wolff Wiese Magana
California
$29K – – –
IF
398
Integrity Financial
Wyoming
$25K +$12.3K +143 +101%
LFG
399
Larson Financial Group
Missouri
$24.5K +$12.1K +141 +102%
PS
400
PayPay Securities
Japan
$23.6K -$8.77K -102 -27%
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