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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
201
Wealthcare Advisory Partners
Pennsylvania
$116K +$512 +8 +0.5%
FWP
202
FAS Wealth Partners
Kansas
$110K +$105K +1,648 New
IWP
203
IAG Wealth Partners
Wisconsin
$108K +$103K +1,604 New
ACM
204
Anfield Capital Management
California
$107K +$98.7K +1,544 New
HIA
205
Harbor Investment Advisory
Maryland
$105K +$101K +1,574 New
BBA
206
Braun-Bostich & Associates
Pennsylvania
$104K +$98.7K +1,544 New
ASN
207
Advisory Services Network
Georgia
$101K +$95.9K +1,500 New
PAI
208
Pittenger & Anderson Inc
Nebraska
$98K +$6.39K +100 +7%
CCM
209
Cribstone Capital Management
Maine
$95K -$27.8K -434 -23%
CT
210
Caldwell Trust
Florida
$89.8K +$85.7K +1,340 New
GAM
211
Gemmer Asset Management
California
$84K +$767 +12 +1%
NSIM
212
North Star Investment Management
Illinois
$82K +$30.1K +470 +62%
BWP
213
Baldwin Wealth Partners
Massachusetts
$81K – – –
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$80K – – –
HI
215
Hudock Inc
Pennsylvania
$74K +$256 +4 +0.4%
AF
216
Advisornet Financial
Minnesota
$71K – – –
APC
217
Aspire Private Capital
North Carolina
$67K – – –
MWP
218
MYCIO Wealth Partners
Pennsylvania
$67K – – –
FWM
219
Focused Wealth Management
New York
$64K – – –
PCIA
220
Prime Capital Investment Advisors
Kansas
$64K +$26.2K +410 +76%
CAC
221
Certified Advisory Corp
Florida
$55K +$128 +2 +0.2%
FEG
222
Financial Enhancement Group
Indiana
$49K -$7.8K -122 -14%
WEC
223
Winslow Evans & Crocker
Massachusetts
$42K – – –
IA
224
IFP Advisors
Florida
$41K – – –
1IA
225
1834 Investment Advisors
Wisconsin
$40K – – –
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9
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