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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
276
Pathway Financial Advisors
Vermont
$103K +$101K +1,430 New
VCM
277
Virtue Capital Management
Tennessee
$102K +$100K +1,419 New
RFWA
278
RPg Family Wealth Advisory
Massachusetts
$99.6K – – –
CPIG
279
Chicago Partners Investment Group
Illinois
$99K – – –
BTIS
280
BB&T Investment Services
North Carolina
$98K – – –
APA
281
American Portfolios Advisors
New York
$74.6K +$73.2K +1,035 New
AIP
282
Ameritas Investment Partners
Nebraska
$70K -$212 -3 -7%
AFNAS
283
American Financial Network Advisory Services
California
$65K – – –
PWM
284
Paulson Wealth Management
Illinois
$64K +$63.1K +892 New
WAM
285
Wealthspire Advisors (Maryland)
Maryland
$60K +$10.3K +146 +21%
WAS
286
Winch Advisory Services
Wisconsin
$58K +$28.2K +399 +98%
VNA
287
Valley National Advisers
Pennsylvania
$57K +$56.2K +794 New
CMO
288
Covenant Multifamily Offices
Texas
$55K +$54.4K +769 New
TIM
289
Tortoise Investment Management
New York
$50K +$920 +13 +2%
MMG
290
Monetary Management Group
Missouri
$48K +$47.4K +670 New
FM
291
Forward Management
California
$45K +$44.1K +623 New
JCM
292
Jacobi Capital Management
Pennsylvania
$42K +$141 +2 +0.4%
BRC
293
Bell Rock Capital
Delaware
$42K +$41K +579 New
GRP
294
Global Retirement Partners
California
$37K +$10.4K +147 +40%
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$37K +$13.6K +192 +59%
SWP
296
Strategic Wealth Partners
Ohio
$36K +$35.4K +500 New
RWA
297
Ropes Wealth Advisors
Massachusetts
$25K -$1.27K -18 -5%
1IA
298
1834 Investment Advisors
Wisconsin
$25K +$24.4K +345 New
JWA
299
JFS Wealth Advisors
Pennsylvania
$25K +$24.8K +351 New
HS
300
Horan Securities
United States
$19K – – –