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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
$32K – – –
FWP
502
FAS Wealth Partners
Kansas
$30.5K -$55.2K -400 -65%
CF
503
Collier Financial
Colorado
$27.4K – – –
PAIM
504
Punch & Associates Investment Management
Minnesota
$26.5K – – –
LFG
505
Larson Financial Group
Missouri
$25.4K – – –
TCM
506
Triumph Capital Management
Colorado
$23.1K +$22.9K +166 New
HWA
507
Heritage Wealth Advisors
Virginia
$23K – – –
AF
508
Advisornet Financial
Minnesota
$23K – – –
EWP
509
Elevation Wealth Partners
California
$20.9K – – –
CCM
510
Chilton Capital Management
Texas
$20.2K – – –
FP
511
Financial Perspectives
Minnesota
$20.1K +$138 +1 +0.7%
GAFA
512
Garton & Associates Financial Advisors
Kentucky
$18.5K +$18.4K +133 New
HFS
513
Hughes Financial Services
Virginia
$18K – – –
ACA
514
American Capital Advisory
Idaho
$17K – – –
FFA
515
Founders Financial Alliance
North Carolina
$16.7K – – –
KFG
516
Kingdom Financial Group
Arizona
$15.9K +$15.7K +114 New
WPA
517
Wealth Preservation Advisors
Tennessee
$15.9K – – –
IAIM
518
International Assets Investment Management
Florida
$14.9K +$14.8K +107 New
TLA
519
Tanglewood Legacy Advisors
Texas
$14.5K – – –
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$13.9K -$41.4K -300 -75%
RF
521
Rossby Financial
Florida
$11.7K – – –
SS
522
Sunbelt Securities
Texas
$10.7K +$552 +4 +5%
SWM
523
SHP Wealth Management
Massachusetts
$10.4K +$10.2K +74 New
GWM
524
Grand Wealth Management
Michigan
$10.3K – – –
FNWA
525
Financial Network Wealth Advisors
Utah
$8.92K +$6.49K +47 +276%
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