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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
226
Pathstone Family Office
New Jersey
$63K +$61.9K +999 New
CG
227
Cutler Group
California
$54K +$53K +856 New
PA
228
Parallel Advisors
California
$53K +$15.7K +254 +45%
AssetMark Inc
229
AssetMark Inc
California
$44K -$7.55M -121,919 -99%
WAM
230
Wealthspire Advisors (Maryland)
Maryland
$43K – – –
CRCP
231
Copper Rock Capital Partners
Massachusetts
$42K +$11.8K +190 +40%
RFWA
232
RPg Family Wealth Advisory
Massachusetts
$39.3K – – –
TIM
233
Tortoise Investment Management
New York
$37K – – –
WTC
234
WhitTier Trust Company
Nevada
$36K – – –
JFGIW
235
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K +$24.5K +395 +376%
GWA
236
Guidant Wealth Advisors
Illinois
$30K – – –
WAS
237
Winch Advisory Services
Wisconsin
$26K – – –
RWA
238
Ropes Wealth Advisors
Massachusetts
$23K – – –
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$21K – – –
CI
240
Clal Insurance
Israel
$14K – – –
HS
241
Horan Securities
United States
$14K +$14.1K +227 New
PWM
242
Perigon Wealth Management
California
$7K – – –
OFW
243
Omnia Family Wealth
Florida
$3K -$65.1K -1,051 -96%
AWM
244
Avior Wealth Management
Nebraska
$3K – – –
CFD
245
Creative Financial Designs
Indiana
$3K +$124 +2 +5%
CFA
246
CT Financial Advisors
Pennsylvania
$2.09K – – –
AIP
247
Ameritas Investment Partners
Nebraska
$1K – – –
CIR
248
Clear Investment Research
Georgia
$1K – – –
GFM
249
Gramercy Funds Management
Connecticut
– -$71M -1,200,000 Closed
Canada Life
250
Canada Life
Manitoba, Canada
– -$39.3M -663,926 Closed