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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
Madison Wealth Management
Ohio
$397K -$38.3K -408 -9%
SPIA
352
Steward Partners Investment Advisory
New York
$395K -$230K -2,445 -37%
Baird Financial Group
353
Baird Financial Group
Wisconsin
$383K +$17.9K +190 +5%
FI
354
FormulaFolio Investments
Michigan
$381K -$1.5M -15,968 -81%
GH
355
GAM Holding
Switzerland
$371K – – –
JWCA
356
J.W. Cole Advisors
Florida
$368K -$7.14K -76 -2%
EFS
357
Essex Financial Services
Connecticut
$365K +$148K +1,580 +70%
HIM
358
Hanlon Investment Management
New Jersey
$363K +$4.04K +43 +1%
RBA
359
Richard Bernstein Advisors
New York
$361K +$238K +2,533 +200%
KPW
360
Kore Private Wealth
New York
$357K -$163K -1,734 -32%
PGAM
361
Princeton Global Asset Management
New Jersey
$356K -$723K -7,697 -67%
SI
362
Stephens Inc
Arkansas
$353K – – –
V
363
Veritable
Delaware
$349K – – –
RC
364
RegentAtlantic Capital
New Jersey
$349K +$51.9K +552 +18%
SWP
365
Summit Wealth Partners
Florida
$335K +$9.39K +100 +3%
HW
366
Hancock Whitney
Mississippi
$331K – – –
FF
367
Friedenthal Financial
New Jersey
$327K -$4.13K -44 -1%
RWA
368
Ropes Wealth Advisors
Massachusetts
$321K +$28.8K +306 +10%
GC
369
Garde Capital
Washington
$313K – – –
WAG
370
Winthrop Advisory Group
Massachusetts
$312K – – –
SWM
371
Spire Wealth Management
Virginia
$311K +$307K +3,266 New
HPA
372
High Probability Advisors
New York
$309K -$390K -4,150 -56%
CPIG
373
Chicago Partners Investment Group
Illinois
$305K +$940 +10 +0.3%
EWM
374
Empirical Wealth Management
Washington
$303K +$4.23K +45 +1%
CIA
375
Choate Investment Advisors
Massachusetts
$302K -$26.6K -283 -8%