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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
201
P.J. Schmidt Investment Management (PJS)
Wisconsin
$206K +$193K +3,078 New
H
202
HoyleCohen
California
$201K +$188K +3,010 New
NCM
203
New Capital Management
Texas
$186K – – –
MA
204
MUFG Americas
New York
$182K – – –
OC
205
Oakworth Capital
Alabama
$178K – – –
RTC
206
Riverview Trust Company
Washington
$174K – – –
IWP
207
IAG Wealth Partners
Wisconsin
$171K +$38.2K +610 +32%
FCB
208
First Command Bank
Texas
$168K – – –
FCFS
209
First Command Financial Services
Texas
$168K – – –
HWA
210
HCR Wealth Advisors
California
$168K – – –
FFW
211
Fusion Family Wealth
New York
$161K – – –
PAIM
212
Punch & Associates Investment Management
Minnesota
$160K – – –
AWM
213
AllSquare Wealth Management
New York
$144K +$6.51K +104 +5%
GWM
214
Geneos Wealth Management
Colorado
$140K +$26.3K +420 +24%
BAM
215
Barrett Asset Management
New York
$127K – – –
BBA
216
Braun-Bostich & Associates
Pennsylvania
$127K +$22.5K +360 +23%
PAI
217
Pittenger & Anderson Inc
Nebraska
$125K +$4.25K +68 +4%
TPWA
218
TRUE Private Wealth Advisors
Oregon
$123K – – –
FWP
219
FAS Wealth Partners
Kansas
$111K +$751 +12 +0.7%
ADL
220
Asset Dedication LLC
California
$108K +$79.1K +1,264 +378%
PFGIA
221
Patriot Financial Group Insurance Agency
Massachusetts
$96K +$6.63K +106 +8%
CWM
222
Cranbrook Wealth Management
Michigan
$90K +$125 +2 +0.1%
GAM
223
Gemmer Asset Management
California
$85K +$626 +10 +0.8%
NSIM
224
North Star Investment Management
Illinois
$82K – – –
BWP
225
Baldwin Wealth Partners
Massachusetts
$80K – – –
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9
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