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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MT
176
Midwest Trust
Kansas
$1.14M -$81.1K -549 -7%
AC
177
Apella Capital
Connecticut
$1.12M -$13.7K -93 -1%
MGIA
178
Moneta Group Investment Advisors
Missouri
$1.1M -$22.4K -152 -2%
CAM
179
Carret Asset Management
New York
$1.09M +$1.92K +13 +0.2%
WA
180
Waverly Advisors
Alabama
$1.08M +$22.4K +152 +2%
CFMC
181
Curbstone Financial Management Corp
New Hampshire
$1.07M -$26.6K -180 -3%
MFA
182
McClarren Financial Advisors
Pennsylvania
$1.07M +$1.18K +8 +0.1%
XT
183
XTX Topco
Cayman Islands
$1.05M +$1M +6,776 New
HNB
184
Huntington National Bank
Ohio
$1.04M – – –
AIP
185
Ameritas Investment Partners
Nebraska
$995K -$12.8K -87 -1%
WIM
186
Westside Investment Management
California
$983K -$26.3K -178 -3%
MIA
187
MMBG Investment Advisors
Florida
$982K – – –
EH
188
Equitable Holdings
New York
$980K +$5.32K +36 +0.6%
NA
189
Nautilus Advisors
California
$966K – – –
CWM
190
Connecticut Wealth Management
Connecticut
$958K +$287K +1,947 +46%
HCM
191
Hengehold Capital Management
Ohio
$941K +$43.1K +292 +5%
NI
192
Natural Investments
California
$926K +$121K +820 +16%
CICC
193
Capital Investment Counsel (Colorado)
Colorado
$926K – – –
EPW
194
Endeavor Private Wealth
Kansas
$926K – – –
SCA
195
Snowden Capital Advisors
New York
$919K -$8.56K -58 -1%
FLPIM
196
F.L. Putnam Investment Management
Massachusetts
$919K -$195K -1,319 -18%
HBT
197
Hills Bank & Trust
Iowa
$916K – – –
JFA
198
JNBA Financial Advisors
Minnesota
$915K -$27.9K -189 -3%
CCM
199
Coldstream Capital Management
Washington
$912K – – –
WDL
200
Well Done LLC
Michigan
$911K – – –
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