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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
126
Rathbones Group
United Kingdom
$1.13M – – –
BPA
127
Beacon Pointe Advisors
California
$1.13M -$57.6K -656 -4%
EWM
128
Evercore Wealth Management
New York
$1.11M – – –
UCFA
129
United Capital Financial Advisors
Texas
$1.09M +$4.39K +50 +0.4%
PFO
130
Pathstone Family Office
New Jersey
$1.07M +$702 +8 +0.1%
SPIA
131
Steward Partners Investment Advisory
New York
$1.06M -$983K -11,202 -46%
GAM
132
Gould Asset Management
California
$1.05M -$11.4K -130 -1%
TF
133
TIAA FSB
Florida
$1.05M +$21.1K +240 +2%
FWM
134
Fingerlakes Wealth Management
New York
$1.04M +$60.4K +688 +6%
CA
135
Cetera Advisors
Colorado
$1.04M -$29.7K -338 -3%
APP
136
Avantax Planning Partners
Iowa
$1.04M -$1.93K -22 -0.2%
RCA
137
Resonant Capital Advisors
Wisconsin
$1.02M – – –
AAS
138
Avantax Advisory Services
Texas
$1.01M +$53.5K +610 +5%
WB
139
WesBanco Bank
West Virginia
$999K -$11.1K -126 -1%
MFG
140
Merit Financial Group
Georgia
$970K +$617K +7,029 +141%
BFA
141
Bluestem Financial Advisors
Illinois
$953K -$140K -1,600 -12%
GT
142
Glenview Trust
Kentucky
$950K – – –
PCG
143
Private Capital Group
Connecticut
$941K -$555K -6,320 -35%
EVM
144
Eaton Vance Management
Massachusetts
$905K – – –
FA
145
Fountainhead AM
New Jersey
$904K +$16.2K +185 +2%
EH
146
Equitable Holdings
New York
$900K +$86.8K +989 +10%
OFG
147
Oxford Financial Group
Indiana
$894K -$147K -1,672 -13%
RF
148
Rollins Financial
Georgia
$882K +$88.2K +1,005 +10%
MGIA
149
Moneta Group Investment Advisors
Missouri
$872K +$91.1K +1,038 +11%
RWM
150
Ritholtz Wealth Management
New York
$866K -$17.4K -198 -2%
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6
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