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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
401
Stratos Wealth Partners
Ohio
$290K -$299 -3 -0.1%
RFWA
402
RPg Family Wealth Advisory
Massachusetts
$288K +$284K +2,847 New
SG
403
Strid Group
Pennsylvania
$287K -$2.69K -27 -0.9%
CCM
404
Coldstream Capital Management
Washington
$285K -$2.89K -29 -1%
CPFP
405
Clear Perspectives Financial Planning
Ohio
$283K
FWM
406
ForthRight Wealth Management
Georgia
$279K
FWIA
407
Fort Washington Investment Advisors
Ohio
$277K
GSIS
408
Global Strategic Investment Solutions
Arizona
$275K
KeyBank National Association
409
KeyBank National Association
Ohio
$274K
RTS
410
Round Table Services
New Jersey
$272K +$299 +3 +0.1%
BONH
411
Bank of New Hampshire
New Hampshire
$271K +$267K +2,678 New
PGA
412
Portland Global Advisors
Maine
$271K +$267K +2,681 New
ASN
413
Advisory Services Network
Georgia
$270K +$26.1K +262 +11%
MCM
414
MAI Capital Management
Ohio
$269K -$5.98K -60 -2%
HGWM
415
Horst & Graben Wealth Management
Oregon
$269K +$698 +7 +0.3%
CFA
416
Carroll Financial Associates
North Carolina
$264K +$73.8K +741 +40%
HSA
417
HBK Sorce Advisory
Pennsylvania
$259K
SQA
418
Simon Quick Advisors
New Jersey
$253K +$91.9K +922 +58%
BFA
419
Beaumont Financial Advisors
Massachusetts
$252K +$248K +2,489 New
ESB
420
Essex Savings Bank
Connecticut
$250K
BCP
421
Blue Chip Partners
Michigan
$248K +$23.4K +235 +11%
PFS
422
Prospera Financial Services
Texas
$242K +$239K +2,394 New
PGAM
423
Princeton Global Asset Management
New Jersey
$241K -$136K -1,360 -36%
RCAG
424
Rehmann Capital Advisory Group
Michigan
$239K +$100 +1 +0%
GSEP
425
Golden State Equity Partners
California
$234K +$598 +6 +0.3%