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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIM
176
McGinn Penninger Investment Management
Virginia
$1.03M -$1.65K -14 -0.2%
MP
177
Moment Partners
California
$1.01M -$11.1K -94 -1%
EH
178
Equitable Holdings
New York
$1M -$1.18K -10 -0.1%
GSWM
179
Greenup Street Wealth Management
Michigan
$986K -$21.5K -182 -2%
AIP
180
Ameritas Investment Partners
Nebraska
$983K -$5.31K -45 -0.6%
WCWM
181
Willow Creek Wealth Management
California
$973K – – –
HNB
182
Huntington National Bank
Ohio
$971K – – –
NL
183
NEPC LLC
Massachusetts
$969K -$32.8K -278 -4%
FF
184
Finley Financial
Nevada
$965K – – –
WANY
185
Wealthspire Advisors (New York)
New York
$964K – – –
TIA
186
Traphagen Investment Advisors
New Jersey
$962K -$80.9K -686 -8%
MGIA
187
Moneta Group Investment Advisors
Missouri
$948K -$208K -1,767 -19%
FCH
188
Freestone Capital Holdings
Washington
$948K -$343K -2,907 -28%
SPL
189
Smart Portfolios LLC
Washington
$942K -$9.55K -81 -1%
CC
190
Citrine Capital
California
$919K – – –
MT
191
Midwest Trust
Kansas
$906K +$842K +7,144 New
MFA
192
McClarren Financial Advisors
Pennsylvania
$904K +$314K +2,662 +60%
SWM
193
SK Wealth Management
Rhode Island
$896K +$49.6K +421 +6%
WP
194
WealthShield Partners
North Carolina
$890K -$34.8K -295 -4%
CAM
195
Carret Asset Management
New York
$889K +$1.89K +16 +0.2%
AL
196
Aspiriant LLC
California
$871K – – –
WIM
197
Westside Investment Management
California
$866K -$46.7K -396 -5%
LEA
198
Legacy Edge Advisors
New York
$847K +$20.8K +176 +3%
JFA
199
JNBA Financial Advisors
Minnesota
$826K +$23.2K +197 +3%
SG
200
Sharper & Granite
California
$809K -$71K -602 -9%
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