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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
401
Fiduciary Trust
Massachusetts
$211K – – –
KLI
402
Kelman-Lazarov Inc
Tennessee
$211K – – –
PIA
403
Perennial Investment Advisors
California
$210K +$212K +1,727 New
SS
404
Sunbelt Securities
Texas
$209K -$491 -4 -0.2%
VHAM
405
Van Hulzen Asset Management
California
$207K -$76.3K -622 -27%
CWA
406
Consilio Wealth Advisors
Washington
$206K +$245 +2 +0.1%
ACP
407
Argyle Capital Partners
California
$206K +$208K +1,696 New
PWM
408
Parkshore Wealth Management
California
$205K +$207K +1,689 New
GWA
409
GGM Wealth Advisors
Maryland
$201K +$202K +1,650 New
GWM
410
Geneos Wealth Management
Colorado
$200K -$28.6K -233 -12%
HI
411
Harbour Investments
Wisconsin
$193K – – –
FFA
412
Founders Financial Alliance
North Carolina
$190K – – –
FM
413
Family Management
New York
$176K – – –
LAMC
414
Longview Asset Management (California)
California
$168K +$170K +1,384 New
GWSG
415
GPS Wealth Strategies Group
Colorado
$166K -$1.1K -9 -0.7%
SS
416
SBI Securities
Japan
$156K +$157K +1,279 New
CIAS
417
Capital Investment Advisory Services
North Carolina
$145K +$368 +3 +0.3%
GEA
418
Glen Eagle Advisors
New Jersey
$140K +$859 +7 +0.6%
FDCP
419
Foster Dykema Cabot & Partners
Massachusetts
$138K – – –
AIA
420
Arcadia Investment Advisors
Idaho
$128K – – –
BIA
421
Bell Investment Advisors
California
$113K -$123 -1 -0.1%
CWM
422
Cranbrook Wealth Management
Michigan
$109K -$10.3K -84 -9%
MEG
423
Millstone Evans Group
Colorado
$107K +$107K +876 New
PWMG
424
Prestige Wealth Management Group
New Jersey
$104K -$2.82K -23 -3%
HR
425
Howe & Rusling
New York
$103K – – –
15 16
17
18 19