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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
326
Courage Miller Partners
Virginia
$751K
PWM
327
Perigon Wealth Management
California
$746K +$159K +1,526 +28%
MWM
328
Madison Wealth Management
Ohio
$744K +$62.8K +601 +9%
GG
329
Gofen & Glossberg
Illinois
$740K
5L
330
55I LLC
Massachusetts
$735K
PWLP
331
Prio Wealth Limited Partnership
Massachusetts
$735K
DWM
332
Dakota Wealth Management
Florida
$734K +$450K +4,308 +164%
AT
333
American Trust
Kentucky
$729K +$720K +6,894 New
UBS AM
334
UBS AM
Illinois
$725K +$413K +3,950 +136%
JWCA
335
J.W. Cole Advisors
Florida
$724K +$715K +6,841 New
KAH
336
Kathryn A. Hall
$717K
AIM
337
Alhambra Investment Management
Florida
$715K +$62.9K +602 +10%
FEM
338
Fulcrum Equity Management
Texas
$709K -$642K -6,146 -48%
ERWM
339
Elk River Wealth Management
Colorado
$703K -$7.84K -75 -1%
JIC
340
Joel Isaacson & Co
New York
$701K +$167K +1,600 +32%
CFGS
341
Concourse Financial Group Securities
Alabama
$684K +$4.08K +39 +0.6%
CASB
342
Cape Ann Savings Bank
Massachusetts
$682K -$52.2K -500 -7%
SFA
343
Souders Financial Advisors
Ohio
$681K +$672K +6,434 New
KFGK
344
Keystone Financial Group (Kentucky)
Kentucky
$680K -$31.4K -301 -4%
BFG
345
Barber Financial Group
Kansas
$672K -$45.4K -435 -6%
CAM
346
Cidel Asset Management
Ontario, Canada
$665K +$99.8K +955 +18%
GWM
347
GDS Wealth Management
Texas
$657K +$649K +6,212 New
NFG
348
Nations Financial Group
Iowa
$652K +$3.66K +35 +0.6%
AWM
349
Activest Wealth Management
Florida
$652K +$32.4K +310 +5%
SSWM
350
Sheets Smith Wealth Management
North Carolina
$649K -$6.06K -58 -0.9%