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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
351
Avestar Capital
New York
$55K
WAM
352
Wealthspire Advisors (Maryland)
Maryland
$53K
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$56.5K +823 New
LFASL
354
Lugano Financial Advisors SA (LFA)
Switzerland
$52K
RCG
355
Ruggie Capital Group
Florida
$49K +$52.1K +759 New
SWP
356
Strategic Wealth Partners
Ohio
$42K +$7.14K +104 +21%
FTI
357
Fiduciary Trust International
Massachusetts
$42K +$44.8K +653 New
AssetMark Inc
358
AssetMark Inc
California
$38K
LDFR
359
Lehman & Derafelo Financial Resources
Pennsylvania
$38K +$41.1K +599 New
TWA
360
TCI Wealth Advisors
Arizona
$37K +$6.52K +95 +20%
WF
361
WealthTrust Fairport
Ohio
$37K +$39.5K +575 New
JCM
362
Jacobi Capital Management
Pennsylvania
$35K -$1.51K -22 -4%
FGC
363
Financial Gravity Companies
Texas
$34K +$33.8K +492 New
Victory Capital Management
364
Victory Capital Management
Texas
$33K -$476K -6,938 -93%
GWM
365
Geneos Wealth Management
Colorado
$27K +$24.6K +358 +519%
BCA
366
Berman Capital Advisors
Georgia
$26K +$28.4K +413 New
BBPWM
367
Blue Bell Private Wealth Management
Pennsylvania
$24K -$131K -1,910 -84%
GWA
368
Guidant Wealth Advisors
Illinois
$23K +$25.3K +369 New
RWA
369
Ropes Wealth Advisors
Massachusetts
$21K
CAPTRUST Financial Advisors
370
CAPTRUST Financial Advisors
North Carolina
$20K -$53K -772 -71%
LC
371
Lavaca Capital
Texas
$18K +$19.8K +288 New
CG
372
Cutler Group
California
$12K
WTC
373
WhitTier Trust Company
Nevada
$11K
WAS
374
Winch Advisory Services
Wisconsin
$10K -$4.64M -67,587 -100%
AWM
375
Avior Wealth Management
Nebraska
$9K