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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
401
Horst & Graben Wealth Management
Oregon
$252K -$1.5K -16 -0.6%
HSA
402
HBK Sorce Advisory
Pennsylvania
$243K
SPIO
403
Seven Post Investment Office
California
$237K
WAM
404
Weatherly Asset Management
California
$232K
ESB
405
Essex Savings Bank
Connecticut
$229K
ASN
406
Advisory Services Network
Georgia
$229K +$564 +6 +0.3%
PA
407
Pinnacle Associates
New York
$228K -$5.17K -55 -2%
Victory Capital Management
408
Victory Capital Management
Texas
$226K -$450K -4,790 -67%
RCAG
409
Rehmann Capital Advisory Group
Michigan
$225K -$7.23K -77 -3%
PP
410
PDS Planning
Ohio
$221K
OGF
411
Orin Green Financial
California
$220K +$217K +2,312 New
SG
412
StoneX Group
New York
$219K -$10.2K -109 -5%
GSEP
413
Golden State Equity Partners
California
$219K
SWM
414
Sugarloaf Wealth Management
Georgia
$218K -$167K -1,782 -58%
CTA
415
Chesley Taft & Associates
Illinois
$216K
EH
416
Equitable Holdings
New York
$212K
BCP
417
Blue Chip Partners
Michigan
$211K +$208K +2,219 New
5L
418
55I LLC
Massachusetts
$210K +$207K +2,204 New
MWM
419
Modera Wealth Management
New Jersey
$209K
Deutsche Bank
420
Deutsche Bank
Germany
$207K
EWA
421
Evolution Wealth Advisors
Florida
$206K
NFC
422
Northeast Financial Consultants
Connecticut
$206K +$203K +2,161 New
ODCM
423
Old Dominion Capital Management
Virginia
$205K -$11.9K -127 -6%
AIC
424
Ameritas Investment Company
Nebraska
$203K -$498K -5,296 -71%
B
425
Bridgeworth
Alabama
$200K +$197K +2,102 New