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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
376
Geneos Wealth Management
Colorado
$188K +$1.12K +12 +0.6%
SS
377
Sunbelt Securities
Texas
$183K -$6.9K -74 -4%
BCPWM
378
Bradley & Co Private Wealth Management
Florida
$181K – – –
CFD
379
Creative Financial Designs
Indiana
$179K -$4.29K -46 -3%
MSS
380
Mitchell Sinkler & Starr
Pennsylvania
$169K +$157K +1,680 New
FM
381
Family Management
New York
$146K – – –
PAI
382
Pittenger & Anderson Inc
Nebraska
$139K – – –
TRCT
383
Tower Research Capital (TRC)
New York
$124K +$70.6K +757 +158%
BIA
384
Bell Investment Advisors
California
$123K +$3.17K +34 +3%
CIAS
385
Capital Investment Advisory Services
North Carolina
$120K -$10.8K -116 -9%
AIA
386
Arcadia Investment Advisors
Idaho
$114K – – –
GEA
387
Glen Eagle Advisors
New Jersey
$109K +$373 +4 +0.4%
PWMG
388
Prestige Wealth Management Group
New Jersey
$107K – – –
CWM
389
Cranbrook Wealth Management
Michigan
$105K +$187 +2 +0.2%
RG
390
Retirement Group
California
$105K +$466 +5 +0.5%
SPWM
391
Spartan Planning & Wealth Management
North Carolina
$94.8K +$29.4K +315 +50%
HR
392
Howe & Rusling
New York
$85.4K – – –
SSB
393
Sandy Spring Bank
Maryland
$84.3K – – –
FFA
394
Farther Finance Advisors
California
$81.5K +$24.7K +265 +49%
CA
395
Crewe Advisors
Utah
$81.5K – – –
FWP
396
FAS Wealth Partners
Kansas
$80.8K -$28.9K -310 -28%
CT
397
Caldwell Trust
Florida
$80.4K – – –
BWP
398
Baldwin Wealth Partners
Massachusetts
$72.9K – – –
PA
399
Parallel Advisors
California
$69.8K -$3.73K -40 -5%
GWSG
400
GPS Wealth Strategies Group
Colorado
$67.3K – – –
14 15
16
17 18