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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
COF
201
Capital One Financial
Virginia
$466K +$5.92K +64 +1%
CFA
202
CWS Financial Advisors
Michigan
$465K -$2.4K -26 -0.5%
KNW
203
Kesler Norman & Wride
Utah
$462K – – –
CMO
204
Covenant Multifamily Offices
Texas
$457K +$443K +4,788 New
EWF
205
Epstein & White Financial
California
$450K +$59.2K +640 +16%
5L
206
55I LLC
Massachusetts
$446K +$55.8K +603 +15%
TCOV
207
Trust Company of Vermont
Vermont
$442K -$16.9K -183 -4%
OCM
208
One Capital Management
California
$439K +$20.8K +225 +5%
WFAG
209
Wescott Financial Advisory Group
Pennsylvania
$439K +$55.3K +598 +15%
FCIM
210
Fairview Capital Investment Management
California
$434K +$23.1K +250 +6%
NA
211
NewEdge Advisors
Louisiana
$433K +$419K +4,528 New
FPFS
212
First Personal Financial Services
North Carolina
$431K +$15.7K +170 +4%
BFS
213
Bard Financial Services
Connecticut
$430K – – –
MFS
214
McNamara Financial Services
Massachusetts
$430K +$52.9K +572 +15%
GLA
215
Good Life Advisors
Pennsylvania
$429K -$2.68K -29 -0.6%
GL
216
Graypoint LLC
New York
$428K – – –
PA
217
PFG Advisors
Arizona
$418K -$126K -1,366 -24%
FM
218
Family Management
New York
$416K +$9.99K +108 +3%
PCFFS
219
Pacific Center for Financial Services
California
$407K +$462 +5 +0.1%
FWCM
220
Ferguson Wellman Capital Management
Oregon
$406K -$1.85K -20 -0.5%
GKWIM
221
Gerber Kawasaki Wealth & Investment Management
California
$405K +$108K +1,169 +38%
MBTD
222
Mechanics Bank - Trust Department
California
$397K -$57.3K -620 -13%
HCM
223
Hengehold Capital Management
Ohio
$390K – – –
JIC
224
Johnson Investment Counsel
Ohio
$387K – – –
BWM
225
Bulltick Wealth Management
Florida
$382K – – –
7 8
9
10 11