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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PW
251
Price Wealth
Texas
$594K +$7.15K +98 +1%
CG
252
Colony Group
Massachusetts
$587K -$67K -919 -10%
BSW
253
Buckingham Strategic Wealth
Missouri
$581K -$288K -3,944 -33%
ANTB
254
AMG National Trust Bank
Colorado
$562K
CWM
255
Circle Wealth Management
New Jersey
$561K +$2.63K +36 +0.5%
DY
256
Dowling & Yahnke
California
$556K
KAH
257
Kathryn A. Hall
$549K
Kovitz Investment Group Partners
258
Kovitz Investment Group Partners
Illinois
$545K -$48.6K -666 -8%
RFO
259
RiverGlades Family Offices
Florida
$542K -$715K -9,808 -57%
GG
260
Gofen & Glossberg
Illinois
$530K
GC
261
Garde Capital
Washington
$529K +$2.92K +40 +0.6%
CMP
262
Courage Miller Partners
Virginia
$523K -$11.2K -153 -2%
CIAS
263
Capital Investment Advisory Services
North Carolina
$514K +$97.9K +1,342 +24%
RIA
264
Regal Investment Advisors
Michigan
$511K +$24.4K +334 +5%
NGA
265
Naples Global Advisors
Florida
$506K -$21.9K -300 -4%
PP
266
PagnatoKarp Partners
Virginia
$500K -$98.6K -1,352 -17%
Creative Planning
267
Creative Planning
Kansas
$488K +$15.7K +215 +3%
VOYA Investment Management
268
VOYA Investment Management
Georgia
$477K +$472K +6,470 New
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$461K
MIA
270
MainStreet Investment Advisors
Illinois
$461K +$456K +6,250 New
KA
271
Kovack Advisors
Florida
$446K +$18K +247 +4%
WSTAM
272
Wilbanks Smith & Thomas Asset Management
Virginia
$442K -$2.77K -38 -0.6%
FPS
273
Fieldpoint Private Securities
Connecticut
$442K
GT
274
Greenleaf Trust
Michigan
$439K +$154K +2,113 +55%
NWM
275
Northwest Wealth Management
Iowa
$435K +$21.5K +295 +5%