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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
376
Retirement Group
California
$97.4K -$4.26K -48 -4%
CT
377
Caldwell Trust
Florida
$84.3K – – –
HR
378
Howe & Rusling
New York
$79.6K – – –
SSB
379
Sandy Spring Bank
Maryland
$78.5K – – –
CA
380
Crewe Advisors
Utah
$75.9K – – –
PA
381
Parallel Advisors
California
$68.7K -$1.95K -22 -3%
BWP
382
Baldwin Wealth Partners
Massachusetts
$67.9K – – –
CWP
383
Concord Wealth Partners
Virginia
$65.5K – – –
RIA
384
Realta Investment Advisors
Delaware
$62.3K +$59.1K +665 New
CTA
385
Colonial Trust Advisors
South Carolina
$60.9K – – –
VNA
386
Valley National Advisers
Pennsylvania
$53K – – –
CMP
387
Coston McIsaac & Partners
Maine
$53K +$89 +1 +0.2%
FFA
388
Farther Finance Advisors
California
$51.1K – – –
ACA
389
Aptus Capital Advisors
Alabama
$49.3K – – –
GWANC
390
Guardian Wealth Advisors (North Carolina)
North Carolina
$49.3K – – –
PTC
391
Private Trust Company
Ohio
$49K – – –
RPCA
392
Running Point Capital Advisors
California
$46.4K – – –
PCMC
393
Private Capital Management (Colorado)
Colorado
$42.5K – – –
IRC
394
Investors Research Corp
Georgia
$40.4K – – –
PAIM
395
Punch & Associates Investment Management
Minnesota
$38.4K +$36.4K +410 New
VWM
396
Valley Wealth Managers
New Jersey
$36.3K – – –
MIM
397
Macroview Investment Management
Maryland
$35.8K – – –
FWM
398
Focused Wealth Management
New York
$35.7K +$89 +1 +0.3%
LFG
399
Larson Financial Group
Missouri
$35.3K +$8.71K +98 +35%
DWMG
400
DB Wealth Management Group
California
$33.3K – – –
14 15
16
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