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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
476
Evelyn Partners Asset Management
$44.3K – – –
CMP
477
Coston McIsaac & Partners
Maine
$44K +$139 +1 +0.3%
RFP
478
Root Financial Partners
California
$43.7K +$4.3K +31 +10%
AF
479
Align Financial
Minnesota
$41.5K -$6.02M -43,440 -99%
WETS
480
Wealth Enhancement Trust Services
South Dakota
$36.3K -$31.2K -225 -45%
AIA
481
Armor Investment Advisors
North Carolina
$34.1K – – –
WTA
482
Washington Trust Advisors
Massachusetts
$33K – – –
GCP
483
Gill Capital Partners
Colorado
$32.5K +$34.1K +246 New
CI
484
CX Institutional
Indiana
$31K – – –
FWP
485
FAS Wealth Partners
Kansas
$29K +$139 +1 +0.5%
CF
486
Collier Financial
Colorado
$26K +$139 +1 +0.5%
PAIM
487
Punch & Associates Investment Management
Minnesota
$25.1K – – –
FLP
488
Financial Life Planners
Arizona
$24.5K +$25.8K +186 New
LFG
489
Larson Financial Group
Missouri
$24.1K +$139 +1 +0.5%
TCM
490
Triumph Capital Management
Colorado
$21.9K – – –
HWA
491
Heritage Wealth Advisors
Virginia
$21.8K – – –
EWP
492
Elevation Wealth Partners
California
$19.8K – – –
CCM
493
Chilton Capital Management
Texas
$19.2K – – –
FP
494
Financial Perspectives
Minnesota
$19.1K – – –
IF
495
Integrity Financial
Wyoming
$18.8K -$15.7K -113 -44%
HFS
496
Hughes Financial Services
Virginia
$17K – – –
FFA
497
Founders Financial Alliance
North Carolina
$15.9K – – –
ACA
498
American Capital Advisory
Idaho
$14.8K -$1.39K -10 -8%
IAIM
499
International Assets Investment Management
Florida
$14.8K +$555 +4 +4%
TLA
500
Tanglewood Legacy Advisors
Texas
$13.7K – – –
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