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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
351
Grimes & Company
Massachusetts
$221K -$10.5K -143 -5%
NFC
352
Northeast Financial Consultants
Connecticut
$219K -$7.47K -102 -3%
FNC
353
First National Corp
Massachusetts
$219K +$17.2K +235 +9%
BWL
354
Bogart Wealth LLC
Virginia
$217K -$37.4K -511 -15%
KeyBank National Association
355
KeyBank National Association
Ohio
$217K +$215K +2,938 New
CPIG
356
Chicago Partners Investment Group
Illinois
$215K -$96.3K -1,314 -31%
BDWM
357
Brewin Dolphin Wealth Management
Ireland
$215K – – –
CCM
358
Coldstream Capital Management
Washington
$211K +$2.71K +37 +1%
MCM
359
MAI Capital Management
Ohio
$208K – – –
LFAS
360
Level Four Advisory Services
Texas
$206K -$6.74K -92 -3%
MCM
361
Manchester Capital Management
Vermont
$206K +$73.3K +1,000 +56%
PP
362
PDS Planning
Ohio
$205K – – –
SWP
363
Stratos Wealth Partners
Ohio
$205K +$204K +2,779 New
Baird Financial Group
364
Baird Financial Group
Wisconsin
$203K -$513 -7 -0.3%
SSWM
365
Sheets Smith Wealth Management
North Carolina
$202K -$27.1K -370 -12%
GRP
366
Global Retirement Partners
California
$196K +$175K +2,384 +854%
EWA
367
Evolution Wealth Advisors
Florida
$159K +$158K +2,160 New
SQA
368
Simon Quick Advisors
New Jersey
$141K +$1.39K +19 +1%
HNB
369
Huntington National Bank
Ohio
$134K – – –
MCM
370
MV Capital Management
Maryland
$133K – – –
SPIA
371
Steward Partners Investment Advisory
New York
$132K -$28.3K -386 -18%
CFN
372
Cordasco Financial Network
Florida
$126K – – –
SF
373
Synovus Financial
Georgia
$124K – – –
TA
374
Thor Advisors
New York
$107K +$106K +1,453 New
TL
375
TrueWealth LLC
Georgia
$97K – – –