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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Modera Wealth Management
New Jersey
$388K
HPM
477
Hoxton Planning & Management
West Virginia
$387K -$14.7K -128 -4%
GSWM
478
Greenup Street Wealth Management
Michigan
$384K
FEM
479
Fulcrum Equity Management
Texas
$379K -$483K -4,211 -57%
GAG
480
GM Advisory Group
New York
$374K
WIA
481
World Investment Advisors
California
$371K +$356K +3,106 New
CSPIA
482
Cary Street Partners Investment Advisory
Virginia
$370K -$36.3K -317 -9%
HSA
483
HBK Sorce Advisory
Pennsylvania
$367K +$5.27K +46 +2%
OHWP
484
Oak Harbor Wealth Partners
North Carolina
$359K
BEC
485
Blue Edge Capital
Virginia
$356K
OC
486
Oppenheimer & Co
New York
$351K +$336K +2,934 New
TIAA Trust, National Association
487
TIAA Trust, National Association
North Carolina
$349K +$35.1K +306 +12%
RIA
488
Regal Investment Advisors
Michigan
$347K -$115 -1 -0%
RPC
489
Rossmore Private Capital
Connecticut
$347K
KeyBank National Association
490
KeyBank National Association
Ohio
$345K
SAM
491
Sequent Asset Management
Texas
$343K
OFA
492
Oak Family Advisors
Illinois
$343K +$5.16K +45 +2%
IWC
493
Integrated Wealth Concepts
Massachusetts
$341K
TA
494
TKG Advisors
Indiana
$338K +$4.01K +35 +1%
AR
495
Advisory Research
Illinois
$337K -$76.3K -666 -19%
ACA
496
Aptus Capital Advisors
Alabama
$337K +$316K +2,754 +4,515%
RA
497
Ruggaard & Associates
Ohio
$336K +$25.2K +220 +8%
SWM
498
Spire Wealth Management
Virginia
$336K
CCB
499
Country Club Bank
Missouri
$330K -$14.9K -130 -4%
OGF
500
Orin Green Financial
California
$330K