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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
176
Moneta Group Investment Advisors
Missouri
$743K -$45.4K -551 -6%
RRA
177
Round Rock Advisors
Connecticut
$741K – – –
CA
178
Clearstead Advisors
Ohio
$738K – – –
UIA
179
Ulland Investment Advisors
Minnesota
$731K -$126K -1,525 -15%
SPL
180
Smart Portfolios LLC
Washington
$725K +$725K +8,803 New
WP
181
WealthShield Partners
North Carolina
$709K +$14K +170 +2%
AAS
182
Ameritas Advisory Services
Nebraska
$704K +$12.9K +157 +2%
SPC
183
Sigma Planning Corp
Michigan
$685K -$20.2K -245 -3%
BB
184
Bell Bank
North Dakota
$680K -$25K -303 -4%
WCWM
185
Willow Creek Wealth Management
California
$677K +$678K +8,230 New
MSA
186
Marino Stram & Associates
Massachusetts
$659K +$659K +8,000 New
WB
187
WesBanco Bank
West Virginia
$624K – – –
PAG
188
Private Advisor Group
New Jersey
$621K +$1.07M +12,991 +39%
SG
189
StoneX Group
New York
$620K +$346K +4,198 +126%
RIS
190
Retirement Income Solutions
Michigan
$611K +$397K +4,820 +185%
AGA
191
Arkos Global Advisors
Texas
$607K -$3.62K -44 -0.6%
PSC
192
Prentiss Smith & Co
Vermont
$603K – – –
MF
193
Meridian Financial
Massachusetts
$590K -$49.4K -600 -8%
SVWAG
194
Sound View Wealth Advisors Group
Georgia
$588K -$906 -11 -0.2%
SPIA
195
Steward Partners Investment Advisory
New York
$587K – – –
MFA
196
McClarren Financial Advisors
Pennsylvania
$573K +$2.55K +31 +0.4%
SAS
197
Sanford Advisory Services
Michigan
$570K +$41.8K +508 +8%
CAM
198
Carret Asset Management
New York
$560K +$5.19K +63 +0.9%
MFG
199
Merit Financial Group
Georgia
$556K -$540K -6,552 -49%
SWA
200
Sax Wealth Advisors
New Jersey
$553K – – –
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