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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
451
Braun-Bostich & Associates
Pennsylvania
– -$326K -3,256 Closed
RJT
452
Raymond James Trust
Florida
– -$331K -3,119 Closed
FFW
453
Fusion Family Wealth
New York
– -$322K -3,028 Closed
BFEC
454
Benjamin F. Edwards & Company
Missouri
– -$305K -2,869 Closed
PJSIMP
455
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$260K -2,636 Closed
CA
456
Cornerstone Advisory
Maryland
– -$275K -2,582 Closed
CS
457
Credit Suisse
Switzerland
– -$248K -2,333 Closed
KCM
458
Karp Capital Management
California
– -$237K -2,232 Closed
CA
459
Callahan Advisors
Texas
– -$228K -2,150 Closed
NL
460
Navalign LLC
California
– -$221K -2,076 Closed
MHI
461
Miller Howard Investments
New York
– -$215K -2,025 Closed
PP
462
Patron Partners
Texas
– -$210K -1,972 Closed
PPP
463
Private Portfolio Partners
New Jersey
– -$209K -1,969 Closed
MCWS
464
McKinley Carter Wealth Services
West Virginia
– -$205K -1,928 Closed
MAC
465
Mason & Associates (California)
California
– -$202K -1,900 Closed
TC
466
TAP Consulting
Missouri
– -$135K -1,267 Closed
WOSD
467
WFA of San Diego
California
– -$101K -951 Closed
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
– -$74K -700 Closed
CA
469
CoreCap Advisors
Michigan
– -$51K -478 Closed
FFG
470
Ford Financial Group
California
– -$28K -268 Closed
SFPG
471
Stonebridge Financial Planning Group
Florida
– -$15K -150 Closed
CQS
472
Credential Qtrade Securities
– -$11.7K -110 Closed
SFM
473
Signet Financial Management
New Jersey
– -$1K -11 Closed
SC
474
Stephens Consulting
Michigan
– -$212 -2 Closed
BCMLT
475
Beacon Capital Management LLC (Tennessee)
Tennessee
– +$97 +1 New
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