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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RLIM
451
Red Lighthouse Investment Management
New York
$6.3K +$6K +52 New
OSAM
452
O'Shaughnessy Asset Management
Connecticut
$4.88K – – –
CAM
453
Clarity Asset Management
Iowa
$4.54K – – –
HCP
454
Hexagon Capital Partners
Arkansas
$4.33K – – –
MFT
455
Moisand Fitzgerald Tamayo
Florida
$3.01K – – –
CSC
456
Caldwell Sutter Capital
California
$2.65K – – –
CA
457
Continuum Advisory
Idaho
$2.64K – – –
AWM
458
Abound Wealth Management
Tennessee
$1.56K – – –
PS
459
PayPay Securities
Japan
$602 -$1.96K -17 -77%
BCMLT
460
Beacon Capital Management LLC (Tennessee)
Tennessee
$602 – – –
IA
461
IFP Advisors
Florida
$481 – – –
SFC
462
Strategic Financial Concepts
Texas
– -$314 -35,495 Closed
FIM
463
Fernwood Investment Management
Massachusetts
– -$1.24M -11,003 Closed
T
464
TCWP
Ohio
– -$1.08M -9,607 Closed
FTUS
465
Flow Traders U.S.
New York
– -$792K -7,046 Closed
SOS
466
Silver Oak Securities
Tennessee
– -$777K -6,916 Closed
BJL
467
Brighton Jones LLC
Washington
– -$622K -5,534 Closed
FCBT
468
First Citizens Bank & Trust
North Carolina
– -$459K -4,087 Closed
PA
469
PFG Advisors
Arizona
– -$410K -3,649 Closed
AL
470
Aspiriant LLC
California
– -$383K -3,412 Closed
HF
471
HRT Financial
New York
– -$359K -3,198 Closed
PG
472
Prostatis Group
Maryland
– -$351K -3,123 Closed
HPM
473
Hoxton Planning & Management
West Virginia
– -$218K -1,941 Closed
CFD
474
Creative Financial Designs
Indiana
– -$141K -1,258 Closed
CC
475
Cypress Capital
Tennessee
– -$11.2K -100 Closed
16 17 18
19
20