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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACS
326
Archford Capital Strategies
Illinois
$518K -$94.5K -1,006 -16%
RC
327
Rovin Capital
Arizona
$518K
PFA
328
Pure Financial Advisors
California
$505K +$33.2K +353 +7%
BAMG
329
Brand Asset Management Group
Missouri
$502K
CWM
330
Circle Wealth Management
New Jersey
$494K -$94 -1 -0%
OPS
331
Orion Portfolio Solutions
Nebraska
$492K +$6.76K +72 +1%
EVM
332
Eaton Vance Management
Massachusetts
$484K
WP
333
WealthSource Partners
California
$481K +$196K +2,082 +70%
JIC
334
Joel Isaacson & Co
New York
$478K
BEC
335
Blue Edge Capital
Virginia
$467K
AF
336
Affiance Financial
Minnesota
$462K
RCM
337
Rain Capital Management
Oregon
$459K +$453K +4,825 New
SFP
338
Strategic Financial Partners
Oregon
$455K
Man Group
339
Man Group
United Kingdom
$449K +$444K +4,722 New
HI
340
Harbour Investments
Wisconsin
$445K +$440K +4,681 New
CMO
341
Covenant Multifamily Offices
Texas
$443K +$438K +4,657 New
TCWM
342
Total Clarity Wealth Management
Illinois
$435K +$3.1K +33 +0.7%
TI
343
Trexquant Investment
Connecticut
$430K +$72.3K +770 +21%
BIAS
344
Beacon Investment Advisory Services
New Jersey
$429K
CWA
345
Clearview Wealth Advisors
Oregon
$427K -$302K -3,216 -42%
Capital Research Global Investors
346
Capital Research Global Investors
California
$416K +$130K +1,384 +46%
WA
347
Waverly Advisors
Alabama
$415K
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$402K
PCH
349
PGIM Custom Harvest
New Jersey
$402K
SFFS
350
Stonehage Fleming Financial Services
Jersey
$400K +$395K +4,203 New