We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
326
Activest Wealth Management
Florida
$585K +$4.93K +48 +0.8%
LJAC
327
L.J. Altfest & Co
New York
$584K – – –
JWBC
328
John W. Brooker & Co
California
$582K +$491K +4,782 +459%
FPS
329
Fieldpoint Private Securities
Connecticut
$579K – – –
HWM
330
Hemington Wealth Management
Virginia
$578K -$12.7K -124 -2%
IFS
331
Ifrah Financial Services
Arkansas
$576K +$6.67K +65 +1%
BO
332
BRR OpCo
Ohio
$570K – – –
JIC
333
Johnson Investment Counsel
Ohio
$566K -$109K -1,058 -16%
QC
334
QCM Cayman
Texas
$566K +$582K +5,668 New
BW
335
Bison Wealth
Georgia
$559K -$2.57K -25 -0.4%
PWM
336
Perigon Wealth Management
California
$552K -$19.3K -188 -3%
RC
337
Rovin Capital
Arizona
$544K – – –
SQA
338
Simon Quick Advisors
New Jersey
$537K +$295K +2,874 +115%
CAM
339
Cidel Asset Management
Ontario, Canada
$533K – – –
CWM
340
Circle Wealth Management
New Jersey
$519K – – –
CMO
341
Covenant Multifamily Offices
Texas
$519K – – –
GC
342
Garde Capital
Washington
$518K +$193K +1,878 +57%
RWM
343
Raffa Wealth Management
District of Columbia
$514K – – –
CPIG
344
Chicago Partners Investment Group
Illinois
$512K +$179K +1,747 +57%
SFP
345
Strategic Financial Partners
Oregon
$511K – – –
EVM
346
Eaton Vance Management
Massachusetts
$507K – – –
C1AG
347
Client 1st Advisory Group
Florida
$506K – – –
JIC
348
Joel Isaacson & Co
New York
$502K – – –
BAMG
349
Brand Asset Management Group
Missouri
$501K -$5.85K -57 -1%
OPS
350
Orion Portfolio Solutions
Nebraska
$493K -$21.1K -206 -4%
12 13
14
15 16