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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
326
Peak Financial Advisors
Colorado
$694K -$2.18K -24 -0.3%
BA
327
Bridgewater Advisors
New York
$692K -$14.1K -155 -2%
MCWS
328
McKinley Carter Wealth Services
West Virginia
$689K -$9.65K -106 -1%
BC
329
Belmont Capital
California
$681K
GFG
330
Greystone Financial Group
Michigan
$681K +$35.5K +390 +5%
NA
331
NewEdge Advisors
Louisiana
$678K +$735K +8,072 New
Baird Financial Group
332
Baird Financial Group
Wisconsin
$677K +$302K +3,319 +70%
WT
333
Whittier Trust
California
$639K
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$633K
DY
335
Dowling & Yahnke
California
$632K
ACA
336
Anchor Capital Advisors
Massachusetts
$627K +$613K +6,734 +903%
CB
337
Commerce Bank
Missouri
$625K
HCMT
338
Highland Capital Management (Tennessee)
Tennessee
$623K -$40K -440 -6%
NW
339
NewEdge Wealth
Pennsylvania
$618K +$4.73K +52 +0.7%
MA
340
Modus Advisors
Minnesota
$609K
PWM
341
Perigon Wealth Management
California
$609K
Citadel Advisors
342
Citadel Advisors
Florida
$607K -$181K -1,994 -22%
CWR
343
Chico Wealth RIA
California
$602K
Financial Engines Advisors
344
Financial Engines Advisors
California
$602K +$420K +4,620 +181%
SWP
345
Summit Wealth Partners
Florida
$600K +$91 +1 +0%
CMP
346
Courage Miller Partners
Virginia
$596K
OAM
347
Oak Asset Management
California
$596K +$646K +7,100 New
WA
348
Wealth Architects
California
$591K
DJSG
349
D.J. St. Germain
Massachusetts
$585K -$3.37K -37 -0.5%
PWLP
350
Prio Wealth Limited Partnership
Massachusetts
$583K