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iShares ESG MSCI USA Leaders ETF
SUSL

Name Holding Trade Value Shares
Change 		Change in
Stake
OAG
176
Oakmont Advisory Group
New Mexico
$47.9K +$46.1K +361 New
S
177
SignatureFD
Georgia
$37.8K +$36.4K +285 New
TCM
178
Triumph Capital Management
Colorado
$37.2K -$10.2K -80 -22%
HI
179
Harbour Investments
Wisconsin
$35.4K – – –
CA
180
CoreCap Advisors
Michigan
$33.2K – – –
AA
181
Ancora Advisors
Ohio
$32.9K – – –
GRP
182
Global Retirement Partners
California
$28.8K +$27.7K +217 New
NWMP
183
Noble Wealth Management PBC
Colorado
$23.9K – – –
GWS
184
Glassman Wealth Services
Virginia
$22.8K – – –
CFO
185
Capitol Family Office
Oregon
$20.6K – – –
GFA
186
Gladwyn Financial Advisors
Virginia
$17.1K – – –
FRA
187
Front Row Advisors
California
$16.9K -$11.1K -87 -41%
TRCT
188
Tower Research Capital (TRC)
New York
$12.1K -$221K -1,727 -95%
MSFP
189
Mark Sheptoff Financial Planning
Connecticut
$9.96K – – –
RF
190
Rossby Financial
Florida
$7.63K – – –
HWA
191
HHM Wealth Advisors
Tennessee
$6.11K – – –
AWM
192
Abound Wealth Management
Tennessee
$3.32K – – –
SWP
193
Strategic Wealth Partners
Ohio
$6 – – –
FTUS
194
Flow Traders U.S.
New York
– -$7.47M -65,760 Closed
KWM
195
Kingsview Wealth Management
Oregon
– -$7.1M -62,541 Closed
IAA
196
Independent Advisor Alliance
North Carolina
– -$2.53M -22,256 Closed
PWC
197
Pathfinder Wealth Consulting
North Carolina
– -$533K -4,695 Closed
AM
198
AGF Management
Ontario, Canada
– -$454K -4,000 Closed
UAS
199
United Asset Strategies
New York
– -$341K -3,002 Closed
PCS
200
Personal CFO Solutions
New Jersey
– -$239K -2,104 Closed
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