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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
176
Destiny Capital
Colorado
$1.16M – – –
MA
177
Mutual Advisors
Nebraska
$1.15M +$828 +6 +0.1%
RP
178
Riverbridge Partners
Minnesota
$1.15M +$1.14M +8,260 New
APG
179
Abacus Planning Group
South Carolina
$1.15M +$138 +1 +0%
CT
180
Coastline Trust
Rhode Island
$1.1M -$15.5K -112 -1%
MCCA
181
Mill Creek Capital Advisors
Pennsylvania
$1.09M -$126K -912 -10%
MP
182
Moment Partners
California
$1.09M -$8.56K -62 -0.8%
MT
183
Midwest Trust
Kansas
$1.08M +$75.4K +546 +8%
FPFC
184
Financial Planning Fort Collins
Colorado
$1.08M +$1.07M +7,721 New
NL
185
NEPC LLC
Massachusetts
$1.07M – – –
FF
186
Finley Financial
Nevada
$1.06M – – –
TIA
187
Traphagen Investment Advisors
New Jersey
$1.05M +$1.66K +12 +0.2%
FCH
188
Freestone Capital Holdings
Washington
$1.04M -$414 -3 -0%
HNB
189
Huntington National Bank
Ohio
$1.02M – – –
MGIA
190
Moneta Group Investment Advisors
Missouri
$1.01M +$414 +3 +0%
CC
191
Citrine Capital
California
$1.01M – – –
SPL
192
Smart Portfolios LLC
Washington
$1.01M -$8.29K -60 -0.8%
WANY
193
Wealthspire Advisors (New York)
New York
$1,000K – – –
AIP
194
Ameritas Investment Partners
Nebraska
$999K -$4K -29 -0.4%
LEA
195
Legacy Edge Advisors
New York
$997K +$988K +7,156 New
CFMC
196
Curbstone Financial Management Corp
New Hampshire
$996K -$60.8K -440 -6%
FLPIM
197
F.L. Putnam Investment Management
Massachusetts
$994K +$3.31K +24 +0.3%
CAM
198
Carret Asset Management
New York
$983K +$2.48K +18 +0.3%
RCAG
199
Rehmann Capital Advisory Group
Michigan
$980K +$724K +5,242 +293%
MFA
200
McClarren Financial Advisors
Pennsylvania
$964K -$221K -1,604 -36%
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