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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
351
Total Clarity Wealth Management
Illinois
$412K
BIAS
352
Beacon Investment Advisory Services
New Jersey
$409K
AA
353
Ashford Advisors
New York
$409K +$385K +4,505 New
ACP
354
Aveo Capital Partners
Colorado
$407K -$244K -2,856 -39%
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$402K
WA
356
Waverly Advisors
Alabama
$401K
PCH
357
PGIM Custom Harvest
New Jersey
$393K +$357K +4,174 New
WP
358
WealthShield Partners
North Carolina
$381K -$163K -1,906 -31%
SWM
359
Sugarloaf Wealth Management
Georgia
$379K -$47.3K -554 -15%
RFWA
360
RPg Family Wealth Advisory
Massachusetts
$364K -$6.83K -80 -2%
CFG
361
Cooper Financial Group
California
$361K -$208K -2,433 -38%
JWCA
362
J.W. Cole Advisors
Florida
$358K +$39.8K +466 +13%
GH
363
GAM Holding
Switzerland
$354K -$1.43M -16,700 -81%
Capital World Investors
364
Capital World Investors
California
$352K +$332K +3,881 New
Baird Financial Group
365
Baird Financial Group
Wisconsin
$348K
HIM
366
Hanlon Investment Management
New Jersey
$342K -$55.7K -652 -15%
TI
367
Trexquant Investment
Connecticut
$340K -$991K -11,604 -76%
SI
368
Stephens Inc
Arkansas
$336K +$317K +3,707 New
CAM
369
Cidel Asset Management
Ontario, Canada
$335K -$3.42K -40 -1%
BWA
370
BDO Wealth Advisors
Florida
$334K +$215K +2,520 +217%
V
371
Veritable
Delaware
$332K +$313K +3,663 New
CDIA
372
Capital Directions Investment Advisors
Georgia
$330K
HW
373
Hancock Whitney
Mississippi
$316K
FF
374
Friedenthal Financial
New Jersey
$315K -$8.29K -97 -3%
CIA
375
Choate Investment Advisors
Massachusetts
$313K +$5.55K +65 +2%