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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
326
McKinley Carter Wealth Services
West Virginia
$630K -$11.3K -131 -2%
PWMAG
327
Pinnacle Wealth Management Advisory Group
New Jersey
$628K +$697K +8,064 New
ACM
328
Advisors Capital Management
New Jersey
$624K +$621K +7,187 New
FCBT
329
First Citizens Bank & Trust
North Carolina
$598K +$245K +2,834 +58%
WT
330
Whittier Trust
California
$593K
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$587K
DY
332
Dowling & Yahnke
California
$587K
DJSG
333
D.J. St. Germain
Massachusetts
$585K
ACA
334
Anchor Capital Advisors
Massachusetts
$582K
OFG
335
Oxford Financial Group
Indiana
$582K +$646K +7,479 New
CB
336
Commerce Bank
Missouri
$580K
HCMT
337
Highland Capital Management (Tennessee)
Tennessee
$568K -$10.9K -126 -2%
TC
338
Telemus Capital
Michigan
$567K -$271K -3,136 -30%
MA
339
Modus Advisors
Minnesota
$565K
CWR
340
Chico Wealth RIA
California
$559K
NW
341
Naviter Wealth
Arkansas
$558K +$619K +7,171 New
SWP
342
Summit Wealth Partners
Florida
$557K
CMP
343
Courage Miller Partners
Virginia
$553K
SGI
344
Summit Global Investments
Utah
$553K +$613K +7,100 New
AGA
345
Accuvest Global Advisors
Utah
$546K +$139K +1,608 +30%
PWM
346
Perigon Wealth Management
California
$545K -$22K -255 -4%
PWLP
347
Prio Wealth Limited Partnership
Massachusetts
$541K
WA
348
Wealth Architects
California
$538K -$11.6K -134 -2%
KAH
349
Kathryn A. Hall
$528K
JWCA
350
J.W. Cole Advisors
Florida
$526K