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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
301
OneDigital Investment Advisors
Kansas
$26K +$25.6K +350 New
RWA
302
Ropes Wealth Advisors
Massachusetts
$25K – – –
HS
303
Horan Securities
United States
$22K – – –
RFC
304
Regions Financial Corp
Alabama
$17K – – –
WA
305
WP Advisors
California
$16K – – –
CG
306
Cutler Group
California
$14K +$14.6K +200 New
LWA
307
Lenox Wealth Advisors
New York
$13K – – –
WTC
308
WhitTier Trust Company
Nevada
$13K – – –
BWM
309
BerganKDV Wealth Management
Minnesota
$11K – – –
MMG
310
Monetary Management Group
Missouri
$11K – – –
AWM
311
Avior Wealth Management
Nebraska
$11K +$4.61K +63 +72%
OFW
312
Omnia Family Wealth
Florida
$10K – – –
WWM
313
Willingdon Wealth Management
North Carolina
$10K – – –
CIR
314
Clear Investment Research
Georgia
$10K +$878 +12 +10%
1IA
315
1834 Investment Advisors
Wisconsin
$8K – – –
WAP
316
Wealthcare Advisory Partners
Pennsylvania
$7K – – –
RBA
317
Richard Bernstein Advisors
New York
$5K – – –
GWM
318
Geneos Wealth Management
Colorado
$5K +$5.05K +69 New
CFGS
319
Concourse Financial Group Securities
Alabama
$5K +$5.19K +71 New
CWA
320
Clarus Wealth Advisors
Arizona
$4K -$88.9K -1,215 -96%
FWM
321
Focused Wealth Management
New York
$4K +$146 +2 +4%
AIP
322
Ameritas Investment Partners
Nebraska
$3K – – –
LFG
323
LifePlan Financial Group
Ohio
$3K – – –
PFO
324
Pathstone Family Office
New Jersey
$3K +$2.85K +39 New
JA
325
JOYN Advisors
Georgia
$2K – – –