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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
176
Abacus Planning Group
South Carolina
$1.07M +$260K +2,123 +32%
RCWM
177
Red Crane Wealth Management
California
$1.07M +$1.07M +8,762 New
RRA
178
Round Rock Advisors
Connecticut
$1.06M -$5.89K -48 -0.5%
GA
179
GoalVest Advisory
New York
$1.06M -$116K -942 -10%
MA
180
Mutual Advisors
Nebraska
$1.05M -$4.66K -38 -0.4%
MGIA
181
Moneta Group Investment Advisors
Missouri
$1.04M +$68.2K +556 +7%
HTC
182
Haverford Trust Company
Pennsylvania
$1.03M – – –
GLA
183
Good Life Advisors
Pennsylvania
$1.03M -$1.16M -9,466 -53%
BONH
184
Bank of New Hampshire
New Hampshire
$1.03M -$196K -1,600 -16%
SWA
185
Sax Wealth Advisors
New Jersey
$1.02M +$46K +375 +5%
GSWM
186
Greenup Street Wealth Management
Michigan
$1.02M +$332K +2,703 +48%
MP
187
Moment Partners
California
$1.02M +$1.03M +8,369 New
TIA
188
Traphagen Investment Advisors
New Jersey
$1.01M +$11.8K +96 +1%
BPA
189
Beacon Pointe Advisors
California
$988K -$66.2K -540 -6%
DC
190
Destiny Capital
Colorado
$979K – – –
WIM
191
Westside Investment Management
California
$975K -$17.7K -144 -2%
BRIA
192
Balanced Rock Investment Advisors
Massachusetts
$968K -$16.2K -132 -2%
PSC
193
Prentiss Smith & Co
Vermont
$965K -$3.07K -25 -0.3%
AIP
194
Ameritas Investment Partners
Nebraska
$956K -$4.66K -38 -0.5%
NL
195
NEPC LLC
Massachusetts
$945K +$346K +2,818 +57%
FF
196
Finley Financial
Nevada
$937K +$934K +7,610 New
WCWM
197
Willow Creek Wealth Management
California
$934K – – –
HNB
198
Huntington National Bank
Ohio
$932K – – –
FCI
199
Financial Counselors Inc
Kansas
$927K +$396K +3,231 +74%
WANY
200
Wealthspire Advisors (New York)
New York
$925K -$32.5K -265 -3%
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