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iShares ESG MSCI USA Leaders ETF
SUSL

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
76
Transcend Capital Advisors
New Jersey
$345K +$73K +1,020 +24%
WBG
77
Wharton Business Group
Pennsylvania
$334K – – –
WF
78
Welch & Forbes
Massachusetts
$324K – – –
WAL
79
W Advisors LLC
Tennessee
$293K -$1.47M -20,572 -82%
MG
80
Mather Group
Illinois
$272K +$293K +4,101 New
IC
81
IEQ Capital
California
$268K +$289K +4,041 New
EWA
82
EverSource Wealth Advisors
Alabama
$267K -$73.6K -1,028 -20%
DT
83
Diversified Trust
Tennessee
$245K -$9.3K -130 -3%
USCWA
84
U.S. Capital Wealth Advisors
Texas
$237K +$255K +3,566 New
CAN
85
Cetera Advisor Networks
California
$236K +$53.8K +752 +27%
UAS
86
United Asset Strategies
New York
$217K +$6.44K +90 +3%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$207K -$787 -11 -0.4%
MA
88
MKT Advisors
California
$207K +$219K +3,059 New
FG
89
Foster Group
Iowa
$205K +$26.3K +368 +13%
PA
90
Parallel Advisors
California
$183K – – –
CA
91
Clearstead Advisors
Ohio
$122K -$429 -6 -0.3%
MHR
92
Matthew Hamilton Rosenberg
$80K +$85.3K +1,192 New
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$17.2K +241 +27%
GIA
94
GHP Investment Advisors
Colorado
$64K – – –
DC
95
Darrow Company
Massachusetts
$52K +$57K +796 New
CT
96
Cambridge Trust
Massachusetts
$46K – – –
IA
97
IFP Advisors
Florida
$44K – – –
DWMG
98
DB Wealth Management Group
California
$41K – – –
MCC
99
Money Concepts Capital
Florida
$30K – – –
AA
100
Ancora Advisors
Ohio
$29K +$715 +10 +2%
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