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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
251
Valeo Financial Advisors
Indiana
$167K +$27.8K +383 +20%
BBPWM
252
Blue Bell Private Wealth Management
Pennsylvania
$162K -$7.25K -100 -4%
TFA
253
Transamerica Financial Advisors
Florida
$146K +$148K +2,046 New
B
254
Bridgeworth
Alabama
$142K +$146K +2,010 New
MLIC
255
Mandatum Life Insurance Company
Finland
$133K +$135K +1,867 New
SHJ
256
Sharkey, Howes & Javer
Colorado
$132K +$2.03K +28 +2%
CI
257
CX Institutional
Indiana
$117K +$119K +1,646 New
FHA
258
First Horizon Advisors
Tennessee
$112K +$114K +1,575 New
LNB
259
Ledyard National Bank
$107K – – –
PFA
260
Pathway Financial Advisors
Vermont
$102K – – –
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$97K +$98.7K +1,360 New
TL
262
TrueWealth LLC
Georgia
$92K +$84.4K +1,164 +939%
CWA
263
Clarus Wealth Advisors
Arizona
$91K +$91.6K +1,263 New
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$82K -$10.1K -139 -11%
WF
265
WealthTrust Fairport
Ohio
$82K -$3.63K -50 -4%
CFA
266
Carroll Financial Associates
North Carolina
$79K +$1.16K +16 +1%
QI
267
QS Investors
New York
$78K -$72.5K -1,000 -48%
EA
268
Efficient Advisors
Ohio
$78K +$7.91K +109 +11%
AC
269
Avestar Capital
New York
$61K – – –
WAM
270
Wealthspire Advisors (Maryland)
Maryland
$59K -$136K -1,872 -69%
S
271
SignatureFD
Georgia
$57K +$6.09K +84 +12%
TIM
272
Tortoise Investment Management
New York
$57K +$8.34K +115 +17%
VNA
273
Valley National Advisers
Pennsylvania
$56K – – –
APA
274
American Portfolios Advisors
New York
$54.1K -$19.9K -275 -27%
BCA
275
Bay Colony Advisors
Massachusetts
$54K +$55.5K +765 New