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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
251
Sigma Planning Corp
Michigan
$865K -$984K -12,429 -53%
NCM
252
New Capital Management
Texas
$862K -$92.7K -1,170 -10%
BC
253
Belmont Capital
California
$841K – – –
BWM
254
BT Wealth Management
Georgia
$830K -$577K -7,281 -41%
MBT
255
Montecito Bank & Trust
California
$824K -$158 -2 -0%
JFG
256
JMG Financial Group
Illinois
$787K – – –
MCM
257
Magnolia Capital Management
New York
$787K – – –
BL
258
Balentine LLC
Georgia
$776K -$3.17K -40 -0.4%
PGAM
259
Princeton Global Asset Management
New Jersey
$767K -$109K -1,370 -12%
CS
260
Credit Suisse
Switzerland
$766K -$1.68M -21,188 -69%
CIBC World Market
261
CIBC World Market
Ontario, Canada
$760K -$871 -11 -0.1%
WFA
262
Wellspring Financial Advisors
Ohio
$759K – – –
NAM
263
North American Management
Massachusetts
$758K +$3.33K +42 +0.4%
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
$752K -$330K -4,171 -31%
RA
265
RFG Advisory
Alabama
$741K -$1.85M -23,348 -72%
JRP
266
Jasper Ridge Partners
California
$739K -$39.2K -495 -5%
LNWWM
267
Laird Norton Wetherby Wealth Management
California
$727K -$236K -2,976 -25%
SHJ
268
Sharkey, Howes & Javer
Colorado
$713K +$88.1K +1,112 +14%
BAAM
269
Baker Avenue Asset Management
California
$711K -$381K -4,812 -35%
NWM
270
Northwest Wealth Management
Iowa
$659K -$6.18K -78 -0.9%
LC
271
Lavaca Capital
Texas
$642K +$637K +8,039 New
IA
272
IFP Advisors
Florida
$628K +$125K +1,576 +25%
RC
273
Rinet Company
Massachusetts
$627K +$950 +12 +0.2%
AL
274
Aspiriant LLC
California
$621K – – –
WA
275
Wealth Architects
California
$611K – – –