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iShares ESG MSCI USA Leaders ETF
SUSL

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
176
Hantz Financial Services
Michigan
$58K -$2.68K -21 -5%
MCRM
177
Midway Capital Research & Management
Illinois
$53.1K – – –
OAG
178
Oakmont Advisory Group
New Mexico
$47.9K +$46.1K +361 New
S
179
SignatureFD
Georgia
$37.8K +$36.4K +285 New
TCM
180
Triumph Capital Management
Colorado
$37.2K -$10.2K -80 -22%
HI
181
Harbour Investments
Wisconsin
$35.4K – – –
CA
182
CoreCap Advisors
Michigan
$33.2K – – –
AA
183
Ancora Advisors
Ohio
$32.9K – – –
GRP
184
Global Retirement Partners
California
$28.8K +$27.7K +217 New
NWMP
185
Noble Wealth Management PBC
Colorado
$23.9K – – –
GWS
186
Glassman Wealth Services
Virginia
$22.8K – – –
CFO
187
Capitol Family Office
Oregon
$20.6K – – –
GFA
188
Gladwyn Financial Advisors
Virginia
$17.1K – – –
FRA
189
Front Row Advisors
California
$16.9K -$11.1K -87 -41%
TRCT
190
Tower Research Capital (TRC)
New York
$12.1K -$221K -1,727 -95%
CTWM
191
Cherry Tree Wealth Management
Minnesota
$11.6K -$1.41K -11 -11%
MSFP
192
Mark Sheptoff Financial Planning
Connecticut
$9.96K – – –
RF
193
Rossby Financial
Florida
$7.63K – – –
HWA
194
HHM Wealth Advisors
Tennessee
$6.11K – – –
AWM
195
Abound Wealth Management
Tennessee
$3.32K – – –
SWP
196
Strategic Wealth Partners
Ohio
$6 – – –
FTUS
197
Flow Traders U.S.
New York
– -$7.47M -65,760 Closed
KWM
198
Kingsview Wealth Management
Oregon
– -$7.1M -62,541 Closed
IAA
199
Independent Advisor Alliance
North Carolina
– -$2.53M -22,256 Closed
PWC
200
Pathfinder Wealth Consulting
North Carolina
– -$533K -4,695 Closed
5 6 7
8
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