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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D
351
Dentgroup
Louisiana
$679K – – –
SSWM
352
Sheets Smith Wealth Management
North Carolina
$678K +$52.5K +547 +8%
JWS
353
Juncture Wealth Strategies
Arizona
$677K -$58K -604 -8%
FTWA
354
Fifth Third Wealth Advisors
Ohio
$674K +$700K +7,300 New
IAS
355
Insigneo Advisory Services
Florida
$671K – – –
MA
356
Modus Advisors
Minnesota
$671K – – –
ACA
357
Anchor Capital Advisors
Massachusetts
$670K -$21.6K -225 -3%
G
358
GenTrust
Florida
$666K +$5.95K +62 +0.9%
TC
359
Telemus Capital
Michigan
$664K – – –
FCAM
360
First Citizens Asset Management
North Carolina
$647K -$69.1K -720 -9%
DJSG
361
D.J. St. Germain
Massachusetts
$644K – – –
PAG
362
Private Advisor Group
New Jersey
$639K -$65.9K -687 -9%
FEM
363
Fulcrum Equity Management
Texas
$637K -$348K -3,624 -34%
GF
364
Gries Financial
Ohio
$637K +$54K +563 +9%
NW
365
NewEdge Wealth
Pennsylvania
$634K – – –
PWLP
366
Prio Wealth Limited Partnership
Massachusetts
$612K – – –
AR
367
Apeiron RIA
Texas
$609K -$3.17K -33 -0.5%
TF
368
Trek Financial
Arizona
$605K – – –
NYLIM
369
New York Life Investment Management
New York
$595K +$191K +1,986 +45%
B
370
Bailard
California
$595K +$618K +6,440 New
Financial Engines Advisors
371
Financial Engines Advisors
California
$594K +$68.6K +715 +13%
TI
372
Trexquant Investment
Connecticut
$594K -$189K -1,965 -23%
SPC
373
Sigma Planning Corp
Michigan
$592K -$274K -2,858 -31%
QS
374
Quantitative Strategies
California
$584K -$14.4K -150 -2%
SFFS
375
Stonehage Fleming Financial Services
Jersey
$579K – – –