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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
201
WealthBridge Capital Management
Ohio
$551K +$18.8K +200 +3%
MIA
202
MMBG Investment Advisors
Florida
$547K – – –
MF
203
Meridian Financial
Massachusetts
$546K -$18.8K -200 -3%
BSW
204
Buckingham Strategic Wealth
Missouri
$546K – – –
CCM
205
Coldstream Capital Management
Washington
$543K -$13.2K -140 -2%
GSWM
206
Greenup Street Wealth Management
Michigan
$540K -$65.2K -693 -10%
EWA
207
EP Wealth Advisors
California
$536K -$453K -4,815 -45%
HCM
208
Hengehold Capital Management
Ohio
$536K – – –
IIC
209
Integrated Investment Consultants
Michigan
$532K +$556K +5,908 New
SG
210
Sharper & Granite
California
$529K +$3.76K +40 +0.7%
FFA
211
First Foundation Advisors
California
$526K +$51.1K +543 +10%
WWM
212
WJ Wealth Management
Arizona
$526K -$43.3K -460 -7%
SVWAG
213
Sound View Wealth Advisors Group
Georgia
$524K – – –
BJL
214
Brighton Jones LLC
Washington
$518K +$7.15K +76 +1%
EPP
215
ETF Portfolio Partners
Kansas
$515K -$10.8K -115 -2%
NB
216
NBT Bank
New York
$514K – – –
NP
217
NorthRock Partners
Minnesota
$513K +$2.35K +25 +0.4%
APG
218
Abacus Planning Group
South Carolina
$512K +$62K +659 +13%
MFG
219
Monumental Financial Group
Maryland
$505K -$6.21K -66 -1%
PMG
220
ProVise Management Group
Florida
$501K -$9.51K -101 -2%
TCOV
221
Trust Company of Vermont
Vermont
$498K – – –
PBO
222
Peoples Bank (Ohio)
Ohio
$494K -$23K -244 -4%
WDL
223
Well Done LLC
Michigan
$494K – – –
WCFA
224
Walkner Condon Financial Advisors
Wisconsin
$488K -$3.39K -36 -0.7%
GWM
225
Grand Wealth Management
Michigan
$479K – – –
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