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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
501
CX Institutional
Indiana
$36K – – –
FWP
502
FAS Wealth Partners
Kansas
$34K – – –
FLP
503
Financial Life Planners
Arizona
$28.7K – – –
LFG
504
Larson Financial Group
Missouri
$28.2K – – –
TCM
505
Triumph Capital Management
Colorado
$25.6K – – –
HWA
506
Heritage Wealth Advisors
Virginia
$25.5K – – –
FNWA
507
Financial Network Wealth Advisors
Utah
$25.2K +$12.1K +82 +101%
EWP
508
Elevation Wealth Partners
California
$23.1K – – –
FP
509
Financial Perspectives
Minnesota
$22.4K – – –
CCM
510
Chilton Capital Management
Texas
$22.4K – – –
IF
511
Integrity Financial
Wyoming
$21.9K – – –
HFS
512
Hughes Financial Services
Virginia
$19.9K – – –
ACA
513
American Capital Advisory
Idaho
$17.3K – – –
IAIM
514
International Assets Investment Management
Florida
$17.1K – – –
TLA
515
Tanglewood Legacy Advisors
Texas
$16K – – –
BG
516
Bollard Group
Massachusetts
$15K – – –
RF
517
Rossby Financial
Florida
$13K – – –
SWM
518
SHP Wealth Management
Massachusetts
$11.5K +$148 +1 +1%
BF
519
Brooklyn FI
New York
$11.3K +$10.9K +74 New
AWM
520
Angeles Wealth Management
California
$11.2K +$4.72K +32 +80%
SGFG
521
Silver Grove Financial Group
New York
$10.6K +$10.2K +69 New
NS
522
NBC Securities
Alabama
$9.41K – – –
DF
523
Downshift Financial
Colorado
$9.26K +$8.86K +60 New
KFP
524
Kroeger Financial Partners
California
$7.87K +$7.53K +51 New
AF
525
Advisornet Financial
Minnesota
$7.03K – – –
19 20
21
22 23