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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
376
Bar Harbor Wealth Management
New Hampshire
$206K -$19.8K -190 -9%
GWM
377
Geneos Wealth Management
Colorado
$204K – – –
PAI
378
Pittenger & Anderson Inc
Nebraska
$203K +$49.5K +475 +34%
P
379
&Partners
Tennessee
$201K +$192K +1,840 New
FI
380
Financial Insights
Washington
$201K +$192K +1,840 New
RWM
381
Refined Wealth Management
Utah
$200K +$191K +1,833 New
BCPWM
382
Bradley & Co Private Wealth Management
Florida
$197K – – –
SS
383
Sunbelt Securities
Texas
$192K -$6.14K -59 -3%
FFA
384
Founders Financial Alliance
North Carolina
$170K +$162K +1,560 New
FM
385
Family Management
New York
$158K – – –
CFD
386
Creative Financial Designs
Indiana
$148K -$45.2K -434 -24%
CIAS
387
Capital Investment Advisory Services
North Carolina
$132K +$1.35K +13 +1%
AIA
388
Arcadia Investment Advisors
Idaho
$123K – – –
GEA
389
Glen Eagle Advisors
New Jersey
$121K +$2.29K +22 +2%
BIA
390
Bell Investment Advisors
California
$116K -$16.6K -159 -13%
CWM
391
Cranbrook Wealth Management
Michigan
$115K +$104 +1 +0.1%
RG
392
Retirement Group
California
$114K +$208 +2 +0.2%
FFA
393
Farther Finance Advisors
California
$112K +$22.4K +215 +27%
PWMG
394
Prestige Wealth Management Group
New Jersey
$99.7K -$15.9K -153 -14%
HR
395
Howe & Rusling
New York
$92.8K – – –
SSB
396
Sandy Spring Bank
Maryland
$91.5K – – –
FWP
397
FAS Wealth Partners
Kansas
$88.1K +$312 +3 +0.4%
CT
398
Caldwell Trust
Florida
$87.3K – – –
CA
399
Crewe Advisors
Utah
$86.1K -$2.29K -22 -3%
BWP
400
Baldwin Wealth Partners
Massachusetts
$79.1K – – –
14 15
16
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