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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
176
Focused Wealth Management
New York
$56K – – –
NSIM
177
North Star Investment Management
Illinois
$56K – – –
FEG
178
Financial Enhancement Group
Indiana
$51K +$12.1K +214 +33%
WCM
179
WealthBridge Capital Management
Ohio
$48K – – –
CAC
180
Certified Advisory Corp
Florida
$48K +$113 +2 +0.2%
FANJ
181
Financial Architects (New Jersey)
New Jersey
$47K – – –
RCAG
182
Rehmann Capital Advisory Group
Michigan
$41.1K +$39.2K +696 New
ATC
183
Adirondack Trust Company
New York
$37K +$11.3K +200 +50%
WEC
184
Winslow Evans & Crocker
Massachusetts
$36K – – –
1IA
185
1834 Investment Advisors
Wisconsin
$35K – – –
WAM
186
Wealthspire Advisors (Maryland)
Maryland
$33K +$113 +2 +0.4%
IC
187
Inscription Capital
Texas
$32K – – –
FNC
188
First National Corp
Massachusetts
$30K – – –
MSA
189
Marino Stram & Associates
Massachusetts
$26K – – –
SBA
190
Secrest Blakey & Associates
North Carolina
$25K +$23.9K +424 New
FHA
191
First Horizon Advisors
Tennessee
$19K – – –
KPW
192
Kore Private Wealth
New York
$19K – – –
SF
193
Synovus Financial
Georgia
$15K +$2.59K +46 +23%
APA
194
American Portfolios Advisors
New York
$14.2K -$2.37K -42 -15%
TC
195
Trust Company
Kansas
$14K – – –
PGA
196
Premia Global Advisors
Florida
$14K +$13.8K +244 New
CYG
197
Clean Yield Group
Vermont
$12K -$16.3K -290 -59%
GRP
198
Global Retirement Partners
California
$12K – – –
ST
199
Smithfield Trust
Pennsylvania
$12K +$338 +6 +3%
IA
200
IFP Advisors
Florida
$10K -$34.8K -618 -78%
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