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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
301
American Trust
Kentucky
$865K +$177K +1,773 +26%
SPIO
302
Seven Post Investment Office
California
$857K – – –
BA
303
Bridgewater Advisors
New York
$839K +$92.5K +928 +12%
FEM
304
Fulcrum Equity Management
Texas
$835K +$166K +1,670 +25%
MCWS
305
McKinley Carter Wealth Services
West Virginia
$831K +$96.8K +972 +13%
PFA
306
Peak Financial Advisors
Colorado
$828K – – –
Simplex Trading
307
Simplex Trading
Illinois
$825K +$824K +8,269 New
BC
308
Belmont Capital
California
$810K – – –
AIM
309
Alhambra Investment Management
Florida
$807K +$133K +1,333 +20%
RVPG
310
Relative Value Partners Group
$804K +$803K +8,059 New
RBA
311
Richard Bernstein Advisors
New York
$798K -$724K -7,270 -48%
CI
312
Cambiar Investors
Colorado
$792K -$698K -7,009 -47%
AWM
313
Activest Wealth Management
Florida
$792K +$177K +1,774 +29%
G
314
GenTrust
Florida
$791K -$163K -1,635 -17%
HCMT
315
Highland Capital Management (Tennessee)
Tennessee
$784K – – –
PFA
316
Pure Financial Advisors
California
$781K -$131K -1,313 -14%
GFG
317
Greystone Financial Group
Michigan
$771K +$16.4K +165 +2%
WT
318
Whittier Trust
California
$760K – – –
DY
319
Dowling & Yahnke
California
$752K – – –
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$752K +$6.08K +61 +0.8%
MIM
321
Macroview Investment Management
Maryland
$752K +$11.3K +113 +2%
RWM
322
Raffa Wealth Management
District of Columbia
$748K +$235K +2,360 +46%
CB
323
Commerce Bank
Missouri
$744K – – –
NW
324
NewEdge Wealth
Pennsylvania
$729K +$163K +1,636 +29%
MA
325
Modus Advisors
Minnesota
$725K – – –