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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
376
Retirement Income Solutions
Michigan
$255K +$35.7K +273 +17%
CP
377
Creekside Partners
California
$254K +$261 +2 +0.1%
CCFM
378
Clear Creek Financial Management
Washington
$252K -$29.9K -229 -11%
FI
379
Financial Insights
Washington
$250K – – –
RWM
380
Refined Wealth Management
Utah
$249K – – –
HA
381
Harfst & Associates
Wyoming
$246K -$10.4K -80 -4%
RCAG
382
Rehmann Capital Advisory Group
Michigan
$243K +$234K +1,791 New
HI
383
Harbour Investments
Wisconsin
$242K -$7.97K -61 -3%
WTFG
384
Wood Tarver Financial Group
Idaho
$242K -$27.2K -208 -10%
ES
385
Eagle Strategies
New York
$241K -$5.22K -40 -2%
DC
386
Davenport & Co
Virginia
$241K +$232K +1,774 New
BIG
387
Boothe Investment Group
Delaware
$240K -$5.22K -40 -2%
KSB
388
Kennebec Savings Bank
Maine
$239K +$8.49K +65 +4%
MCC
389
Money Concepts Capital
Florida
$238K -$522 -4 -0.2%
PCM
390
Pointe Capital Management
Michigan
$238K – – –
SF
391
Summit Financial
New Jersey
$236K +$14.1K +108 +7%
AO
392
Advisor OS
Illinois
$233K +$392 +3 +0.2%
VHAM
393
Van Hulzen Asset Management
California
$231K – – –
BSSFA
394
Baron Silver Stevens Financial Advisors
Florida
$231K -$9.66K -74 -4%
ZF
395
Zhang Financial
Michigan
$230K – – –
PWM
396
Parkshore Wealth Management
California
$230K – – –
ACP
397
Argyle Capital Partners
California
$230K – – –
FM
398
Family Management
New York
$229K – – –
MA
399
MJP Associates
Connecticut
$229K +$392 +3 +0.2%
SG
400
Stanich Group
New York
$229K +$522 +4 +0.2%
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