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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
201
Coldstream Capital Management
Washington
$546K +$7.05K +82 +1%
FFA
202
First Foundation Advisors
California
$542K -$319K -3,711 -38%
SVWAG
203
Sound View Wealth Advisors Group
Georgia
$542K +$27.9K +325 +6%
BJL
204
Brighton Jones LLC
Washington
$536K +$86 +1 +0%
HNB
205
Huntington National Bank
Ohio
$534K – – –
MIA
206
MMBG Investment Advisors
Florida
$534K – – –
WCM
207
WealthBridge Capital Management
Ohio
$520K -$11.3K -132 -2%
ZAM
208
Zevin Asset Management
Massachusetts
$519K – – –
SG
209
Sharper & Granite
California
$516K +$38.7K +450 +8%
PBO
210
Peoples Bank (Ohio)
Ohio
$506K -$20.5K -238 -4%
MFG
211
Monumental Financial Group
Maryland
$503K -$11.6K -135 -2%
NB
212
NBT Bank
New York
$502K +$73.9K +860 +18%
HCM
213
Hengehold Capital Management
Ohio
$500K +$25.9K +301 +6%
NP
214
NorthRock Partners
Minnesota
$499K +$5.58K +65 +1%
PMG
215
ProVise Management Group
Florida
$498K +$117K +1,360 +32%
TCOV
216
Trust Company of Vermont
Vermont
$484K +$12.5K +145 +3%
WDL
217
Well Done LLC
Michigan
$480K +$1.8K +21 +0.4%
WCFA
218
Walkner Condon Financial Advisors
Wisconsin
$479K +$1.98K +23 +0.4%
GWM
219
Grand Wealth Management
Michigan
$467K – – –
FANJ
220
Financial Architects (New Jersey)
New Jersey
$467K -$32.3K -376 -7%
MCC
221
Money Concepts Capital
Florida
$466K +$868K +10,096 +461%
TAM
222
Trillium Asset Management
Massachusetts
$464K -$45.1K -525 -9%
BSW
223
Buckingham Strategic Wealth
Missouri
$464K – – –
PA
224
PFG Advisors
Arizona
$459K -$15K -174 -3%
AWA
225
Arete Wealth Advisors
Illinois
$457K -$73.9K -860 -14%
7 8
9
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