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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FLP
501
Financial Life Planners
Arizona
$28.7K – – –
LFG
502
Larson Financial Group
Missouri
$28.2K – – –
TCM
503
Triumph Capital Management
Colorado
$25.6K – – –
HWA
504
Heritage Wealth Advisors
Virginia
$25.5K – – –
FNWA
505
Financial Network Wealth Advisors
Utah
$25.2K +$12.1K +82 +101%
EWP
506
Elevation Wealth Partners
California
$23.1K – – –
FP
507
Financial Perspectives
Minnesota
$22.4K – – –
CCM
508
Chilton Capital Management
Texas
$22.4K – – –
IF
509
Integrity Financial
Wyoming
$21.9K – – –
HFS
510
Hughes Financial Services
Virginia
$19.9K – – –
ACA
511
American Capital Advisory
Idaho
$17.3K – – –
IAIM
512
International Assets Investment Management
Florida
$17.1K – – –
TLA
513
Tanglewood Legacy Advisors
Texas
$16K – – –
BG
514
Bollard Group
Massachusetts
$15K – – –
RF
515
Rossby Financial
Florida
$13K – – –
SWM
516
SHP Wealth Management
Massachusetts
$11.5K +$148 +1 +1%
BF
517
Brooklyn FI
New York
$11.3K +$10.9K +74 New
AWM
518
Angeles Wealth Management
California
$11.2K +$4.72K +32 +80%
SGFG
519
Silver Grove Financial Group
New York
$10.6K +$10.2K +69 New
NS
520
NBC Securities
Alabama
$9.41K – – –
DF
521
Downshift Financial
Colorado
$9.26K +$8.86K +60 New
KFP
522
Kroeger Financial Partners
California
$7.87K +$7.53K +51 New
AF
523
Advisornet Financial
Minnesota
$7.03K – – –
CF
524
Collier Financial
Colorado
$6.37K -$23K -156 -79%
EWA
525
EverSource Wealth Advisors
Alabama
$6.02K -$148 -1 -3%
19 20
21
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