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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
426
Valley Wealth Managers
New Jersey
$38.2K – – –
MFA
427
Morling Financial Advisors
California
$37.7K +$35.9K +345 New
WWM
428
Wolff Wiese Magana
California
$36K – – –
FRA
429
Front Row Advisors
California
$30K +$1.04K +10 +4%
FSWA
430
Financial Synergies Wealth Advisors
Texas
$25.6K +$5.62K +54 +30%
MG
431
Mather Group
Illinois
$22.9K +$23.7K +228 New
DF
432
Dunhill Financial
United Kingdom
$22.2K +$104 +1 +0.5%
HWA
433
Heritage Wealth Advisors
Virginia
$18.8K – – –
EWP
434
Elevation Wealth Partners
California
$16.4K – – –
FP
435
Financial Perspectives
Minnesota
$15.5K +$104 +1 +0.7%
LFA
436
LGT Financial Advisors
Texas
$15.3K +$104 +1 +0.7%
FDCP
437
Foster Dykema Cabot & Partners
Massachusetts
$14.8K – – –
PP
438
Pacifica Partners
Canada
$14.3K – – –
TLA
439
Tanglewood Legacy Advisors
Texas
$11.4K – – –
LC
440
Lindbrook Capital
California
$10.9K – – –
MSS
441
Mitchell Sinkler & Starr
Pennsylvania
$8.73K -$167K -1,600 -95%
ACA
442
American Capital Advisory
Idaho
$7.37K – – –
PS
443
Principal Securities
Iowa
$6.88K – – –
PS
444
PayPay Securities
Japan
$6.22K -$1.15K -11 -16%
CAM
445
Clarity Asset Management
Iowa
$4.1K -$27.1K -260 -87%
HCP
446
Hexagon Capital Partners
Arkansas
$3.93K – – –
HI
447
Horizon Investments
North Carolina
$3.6K – – –
MFT
448
Moisand Fitzgerald Tamayo
Florida
$2.73K – – –
CSC
449
Caldwell Sutter Capital
California
$2.4K – – –
CA
450
Continuum Advisory
Idaho
$2.29K +$2.19K +21 New
16 17
18
19 20