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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
376
Stanich Group
New York
$230K -$109K -902 -31%
TW
377
Traveka Wealth
California
$230K – – –
WTFG
378
Wood Tarver Financial Group
Idaho
$229K +$364 +3 +0.2%
SC
379
Savant Capital
Illinois
$223K – – –
PAI
380
Pittenger & Anderson Inc
Nebraska
$223K – – –
ES
381
Eagle Strategies
New York
$221K +$10.3K +85 +5%
JWA
382
JFS Wealth Advisors
Pennsylvania
$220K -$25.7K -212 -10%
PFPT
383
Pinnacle Financial Partners (Tennessee)
Tennessee
$218K -$40K -330 -15%
MCM
384
Mill Capital Management
North Carolina
$218K – – –
HA
385
Harfst & Associates
Wyoming
$217K -$27.3K -225 -11%
SWM
386
SigFig Wealth Management
California
$215K +$229K +1,886 New
IWP
387
IAG Wealth Partners
Wisconsin
$213K – – –
FCG
388
Fielder Capital Group
Tennessee
$212K – – –
HI
389
Harbour Investments
Wisconsin
$212K +$31.5K +260 +16%
SWM
390
Spire Wealth Management
Virginia
$212K – – –
FI
391
Financial Insights
Washington
$211K – – –
RWM
392
Refined Wealth Management
Utah
$211K – – –
OC
393
Oppenheimer & Co
New York
$209K +$1.82K +15 +0.8%
LA
394
LexAurum Advisors
Kansas
$209K +$121 +1 +0.1%
GWM
395
Geneos Wealth Management
Colorado
$209K +$20.6K +170 +10%
BSSFA
396
Baron Silver Stevens Financial Advisors
Florida
$204K -$5.09K -42 -2%
MCC
397
Money Concepts Capital
Florida
$202K -$12.9K -106 -6%
PCM
398
Pointe Capital Management
Michigan
$201K – – –
FM
399
Family Management
New York
$194K +$28.7K +237 +16%
SSB
400
Sandy Spring Bank
Maryland
$180K +$88.9K +733 +88%
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16
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