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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
376
Carroll Financial Associates
North Carolina
$144K -$87.8K -1,185 -34%
EWA
377
Evolution Wealth Advisors
Florida
$135K +$160K +2,160 New
CBT
378
Capital Bank & Trust
California
$129K +$78.7K +1,062 +106%
SF
379
Synovus Financial
Georgia
$121K +$4.3K +58 +3%
MCM
380
MV Capital Management
Maryland
$112K
RWA
381
Ropes Wealth Advisors
Massachusetts
$108K +$3.11K +42 +2%
CFN
382
Cordasco Financial Network
Florida
$107K
CWC
383
Carolinas Wealth Consulting
North Carolina
$99K +$117K +1,575 New
HIM
384
HawsGoodwin Investment Management
Tennessee
$92K
DWM
385
Darwin Wealth Management
Florida
$92K +$111K +1,496 New
AWM
386
Avondale Wealth Management
Texas
$89K -$2.25M -30,399 -96%
TL
387
TrueWealth LLC
Georgia
$87K +$4.74K +64 +5%
HS
388
Horan Securities
United States
$84K +$99.5K +1,343 New
Victory Capital Management
389
Victory Capital Management
Texas
$80K -$536K -7,232 -85%
TIM
390
Thornburg Investment Management
New Mexico
$70K +$83K +1,121 New
FA
391
Faithward Advisors
Pennsylvania
$68K -$251K -3,388 -76%
MCM
392
Manchester Capital Management
Vermont
$67K -$128K -1,724 -62%
VNA
393
Valley National Advisers
Pennsylvania
$65K +$18.5K +250 +31%
CWM
394
Cedar Wealth Management
California
$63K +$74.4K +1,005 New
TIM
395
Tortoise Investment Management
New York
$59K -$5.26K -71 -7%
LDFR
396
Lehman & Derafelo Financial Resources
Pennsylvania
$48K
TF
397
TimeScale Financial
Massachusetts
$48K +$8.07K +109 +16%
APWM
398
Atlas Private Wealth Management
New York
$47K
HWM
399
HighMark Wealth Management
Minnesota
$44K -$3.85K -52 -7%
SWA
400
Stratos Wealth Advisors
Ohio
$44K +$52.1K +704 New