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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
176
Dynamic Advisor Solutions
Arizona
$325K +$319K +4,418 New
LWA
177
LWS Wealth Advisors
New Jersey
$324K -$5.49K -76 -2%
PCFFS
178
Pacific Center for Financial Services
California
$323K +$289 +4 +0.1%
GL
179
Graypoint LLC
New York
$317K – – –
FCIM
180
Fairview Capital Investment Management
California
$312K – – –
MFS
181
McNamara Financial Services
Massachusetts
$298K -$1.59K -22 -0.5%
JIC
182
Johnson Investment Counsel
Ohio
$298K – – –
PMG
183
ProVise Management Group
Florida
$294K +$28.9K +400 +11%
PA
184
Parkside Advisors
California
$292K -$230K -3,190 -45%
ASN
185
Advisory Services Network
Georgia
$289K -$2.02K -28 -0.7%
BSW
186
Buckingham Strategic Wealth
Missouri
$286K – – –
MCWS
187
McKinley Carter Wealth Services
West Virginia
$285K -$27.2K -376 -9%
TNB
188
TCF National Bank
South Dakota
$283K +$278K +3,850 New
EWF
189
Epstein & White Financial
California
$282K +$5.34K +74 +2%
GC
190
Grace Capital
Massachusetts
$275K – – –
IWC
191
Integrated Wealth Concepts
Massachusetts
$272K +$17.6K +244 +7%
MWM
192
Modera Wealth Management
New Jersey
$271K – – –
AC
193
Alexandria Capital
Virginia
$270K – – –
BC
194
Brio Consultants
California
$269K +$722 +10 +0.3%
SCG
195
Sonata Capital Group
Washington
$268K – – –
AIM
196
Acropolis Investment Management
Missouri
$263K – – –
EVM
197
Eaton Vance Management
Massachusetts
$260K – – –
PCA
198
Personal Capital Advisors
California
$259K +$254K +3,516 New
WCG
199
Weaver Consulting Group
California
$257K – – –
RCM
200
Radnor Capital Management
Pennsylvania
$257K +$252K +3,492 New
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