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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
176
CWS Financial Advisors
Michigan
$403K -$14K -179 -4%
FHA
177
Flagship Harbor Advisors
Massachusetts
$402K -$50.2K -642 -12%
PA
178
Prism Advisors
California
$402K +$9.38K +120 +3%
WCM
179
WealthBridge Capital Management
Ohio
$401K +$380K +4,865 New
MBTD
180
Mechanics Bank - Trust Department
California
$397K -$15.6K -200 -4%
COF
181
Capital One Financial
Virginia
$397K – – –
PFA
182
Pathway Financial Advisors
Vermont
$390K +$363K +4,640 New
JWCA
183
J.W. Cole Advisors
Florida
$390K +$371K +4,741 New
DAS
184
Dynamic Advisor Solutions
Arizona
$388K +$23.5K +300 +7%
LFA
185
Legacy Financial Advisors
Kentucky
$387K +$16.3K +208 +5%
KNW
186
Kesler Norman & Wride
Utah
$387K +$368K +4,704 New
FIM
187
Fernwood Investment Management
Massachusetts
$386K +$10.9K +140 +3%
SPIA
188
Steward Partners Investment Advisory
New York
$385K -$167K -2,130 -31%
FA
189
Fountainhead AM
New Jersey
$380K +$361K +4,613 New
WWM
190
WJ Wealth Management
Arizona
$379K -$66.4K -850 -16%
HWA
191
Hilltop Wealth Advisors
North Carolina
$377K +$358K +4,578 New
BFS
192
Bard Financial Services
Connecticut
$370K +$352K +4,500 New
GL
193
Graypoint LLC
New York
$369K +$13.4K +171 +4%
FPFS
194
First Personal Financial Services
North Carolina
$366K -$3.91K -50 -1%
OCM
195
One Capital Management
California
$364K -$4.69K -60 -1%
LWA
196
LWS Wealth Advisors
New Jersey
$363K +$782 +10 +0.2%
PCFFS
197
Pacific Center for Financial Services
California
$362K +$235 +3 +0.1%
FWCM
198
Ferguson Wellman Capital Management
Oregon
$352K -$19.4K -248 -5%
BRWA
199
B. Riley Wealth Advisors
Florida
$349K -$2.45M -31,343 -88%
FCIM
200
Fairview Capital Investment Management
California
$349K – – –
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