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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
401
Harfst & Associates
Wyoming
$226K – – –
SG
402
StoneX Group
New York
$225K +$236K +1,701 New
ACP
403
Argyle Capital Partners
California
$224K – – –
VHAM
404
Van Hulzen Asset Management
California
$224K – – –
SG
405
Stanich Group
New York
$224K +$693 +5 +0.3%
MA
406
MJP Associates
Connecticut
$223K +$416 +3 +0.2%
PWM
407
Parkshore Wealth Management
California
$223K -$1.8K -13 -0.8%
EW
408
Evoke Wealth
California
$223K – – –
LA
409
LexAurum Advisors
Kansas
$222K +$233K +1,683 New
EF
410
Empowered Funds
Pennsylvania
$222K +$233K +1,680 New
PIA
411
Perennial Investment Advisors
California
$221K +$277 +2 +0.1%
BIG
412
Boothe Investment Group
Delaware
$215K -$19.6K -141 -8%
JSW
413
Journey Strategic Wealth
New Jersey
$214K -$5.13K -37 -2%
RIS
414
Retirement Income Solutions
Michigan
$212K – – –
BFO
415
Boston Family Office
Massachusetts
$211K – – –
MCWS
416
McKinley Carter Wealth Services
West Virginia
$208K +$139 +1 +0.1%
HTIM
417
Harbour Trust & Investment Management
Indiana
$207K – – –
HAP
418
Harbor Asset Planning
Massachusetts
$206K +$416 +3 +0.2%
BSSFA
419
Baron Silver Stevens Financial Advisors
Florida
$205K -$6.93K -50 -3%
MF
420
Montis Financial
Massachusetts
$205K – – –
MWM
421
Maimon Wealth Management
Israel
$204K – – –
AG
422
AlTi Global
New York
$204K -$6.1K -44 -3%
SS
423
SBI Securities
Japan
$200K +$4.85K +35 +2%
LFASL
424
Lugano Financial Advisors SA (LFA)
Switzerland
$177K – – –
SWM
425
Spire Wealth Management
Virginia
$172K – – –
15 16
17
18 19