We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$712K -$313K -3,053 -30%
WA
302
Wealth Architects
California
$710K +$205 +2 +0%
CMP
303
Courage Miller Partners
Virginia
$709K
DJSG
304
D.J. St. Germain
Massachusetts
$700K -$729K -7,106 -50%
GG
305
Gofen & Glossberg
Illinois
$699K
PWLP
306
Prio Wealth Limited Partnership
Massachusetts
$695K -$20.5K -200 -3%
5L
307
55I LLC
Massachusetts
$695K +$112K +1,093 +19%
CASB
308
Cape Ann Savings Bank
Massachusetts
$694K
BA
309
Bridgewater Advisors
New York
$690K +$10.2K +99 +1%
BFG
310
Barber Financial Group
Kansas
$678K -$15.3K -149 -2%
KAH
311
Kathryn A. Hall
$677K
KFGK
312
Keystone Financial Group (Kentucky)
Kentucky
$672K
ERWM
313
Elk River Wealth Management
Colorado
$671K
FWP
314
FAS Wealth Partners
Kansas
$658K -$103 -1 -0%
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$648K
MWM
316
Madison Wealth Management
Ohio
$642K +$9.75K +95 +1%
CFGS
317
Concourse Financial Group Securities
Alabama
$641K +$245K +2,387 +59%
RA
318
RFG Advisory
Alabama
$638K +$7.9K +77 +1%
TI
319
Trexquant Investment
Connecticut
$620K +$182K +1,773 +40%
SSWM
320
Sheets Smith Wealth Management
North Carolina
$619K -$821 -8 -0.1%
AIM
321
Alhambra Investment Management
Florida
$615K +$25.9K +252 +4%
NFG
322
Nations Financial Group
Iowa
$612K
PFA
323
Pure Financial Advisors
California
$609K -$39.1K -381 -6%
GFG
324
Greystone Financial Group
Michigan
$599K -$22.3K -217 -3%
NGA
325
Naples Global Advisors
Florida
$591K -$5.13K -50 -0.8%