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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
301
Strategic Family Wealth Counselors
New Jersey
$985K -$3.06M -34,258 -76%
HNWA
302
Henrickson Nauta Wealth Advisors
Michigan
$967K -$6.33K -71 -0.7%
BAM
303
Berkshire Asset Management
Pennsylvania
$962K
PFA
304
Pure Financial Advisors
California
$955K -$53.4K -599 -5%
NAM
305
NTV Asset Management
West Virginia
$955K
AWM
306
Aries Wealth Management
Maine
$948K +$242K +2,715 +35%
BWA
307
BDO Wealth Advisors
Florida
$947K -$1.25K -14 -0.1%
RVPG
308
Relative Value Partners Group
$940K +$20K +224 +2%
GFG
309
Greystone Financial Group
Michigan
$922K +$101K +1,131 +13%
CWM
310
Cherrydale Wealth Management
New Jersey
$920K
FT
311
Fiduciary Trust
Massachusetts
$918K
CCM
312
Causeway Capital Management
California
$917K +$897K +10,057 New
JFG
313
JMG Financial Group
Illinois
$912K
CCP
314
Cassia Capital Partners
North Carolina
$912K +$330K +3,705 +59%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
315
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$912K -$79.4M -890,000 -99%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$880K +$438K +4,913 +104%
TI
317
Trexquant Investment
Connecticut
$877K +$858K +9,622 New
MWP
318
MYCIO Wealth Partners
Pennsylvania
$875K
NRC
319
New Republic Capital
North Carolina
$868K -$49K -549 -5%
WFA
320
Wellspring Financial Advisors
Ohio
$865K
AT
321
American Trust
Kentucky
$861K +$830K +9,302 New
SGI
322
Summit Global Investments
Utah
$850K +$832K +9,322 New
BCM
323
Brookstone Capital Management
Illinois
$823K -$82.2K -921 -9%
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$820K
OPS
325
Orion Portfolio Solutions
Nebraska
$816K +$571K +6,399 +250%