We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
326
Perigon Wealth Management
California
$724K +$20.4K +205 +3%
SPC
327
Sigma Planning Corp
Michigan
$723K -$561K -5,629 -44%
DWM
328
Dakota Wealth Management
Florida
$720K +$27.9K +280 +4%
CWR
329
Chico Wealth RIA
California
$716K +$715K +7,176 New
SWP
330
Summit Wealth Partners
Florida
$713K +$242K +2,426 +51%
CMP
331
Courage Miller Partners
Virginia
$708K – – –
WA
332
Wealth Architects
California
$703K -$7.67K -77 -1%
DJSG
333
D.J. St. Germain
Massachusetts
$699K -$702K -7,050 -50%
GG
334
Gofen & Glossberg
Illinois
$698K – – –
PWLP
335
Prio Wealth Limited Partnership
Massachusetts
$694K – – –
GA
336
GFS Advisors
Texas
$692K +$691K +6,940 New
JWCA
337
J.W. Cole Advisors
Florida
$683K +$100 +1 +0%
JWS
338
Juncture Wealth Strategies
Arizona
$677K -$690K -6,922 -51%
KAH
339
Kathryn A. Hall
$677K – – –
BA
340
Bridge Advisory
California
$677K +$300K +3,010 +80%
CFGS
341
Concourse Financial Group Securities
Alabama
$663K +$18.7K +188 +3%
SSWM
342
Sheets Smith Wealth Management
North Carolina
$650K +$37.3K +374 +6%
KFGK
343
Keystone Financial Group (Kentucky)
Kentucky
$641K – – –
MG
344
Mather Group
Illinois
$638K -$168K -1,682 -21%
HWM
345
Hemington Wealth Management
Virginia
$628K +$33.3K +334 +6%
OBWP
346
O'Brien Wealth Partners
Massachusetts
$617K -$189K -1,894 -21%
NFG
347
Nations Financial Group
Iowa
$615K +$199 +2 +0%
MFG
348
Magnus Financial Group
New York
$606K +$605K +6,075 New
GWM
349
GDS Wealth Management
Texas
$601K -$1.69K -17 -0.3%
IFS
350
Ifrah Financial Services
Arkansas
$590K +$4.48K +45 +0.8%
12 13
14
15 16