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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
501
Stonehage Fleming Financial Services
Jersey
$204K -$359K -4,027 -64%
SHJ
502
Sharkey, Howes & Javer
Colorado
$202K +$198K +2,221 New
CTA
503
Chesley Taft & Associates
Illinois
$202K +$198K +2,220 New
PP
504
PDS Planning
Ohio
$201K +$197K +2,209 New
MWM
505
Modera Wealth Management
New Jersey
$201K +$196K +2,200 New
MCA
506
Maryland Capital Advisors
Maryland
$194K
PGAM
507
Princeton Global Asset Management
New Jersey
$181K
CIA
508
Choate Investment Advisors
Massachusetts
$174K
BCP
509
Blue Chip Partners
Michigan
$171K +$1.25K +14 +0.8%
MCM
510
MV Capital Management
Maryland
$164K
BAAM
511
Baker Avenue Asset Management
California
$156K
MCM
512
Magnolia Capital Management
New York
$152K
PTC
513
Private Trust Company
Ohio
$149K
SWM
514
Sugarloaf Wealth Management
Georgia
$141K
HNB
515
Huntington National Bank
Ohio
$138K
MIM
516
Macroview Investment Management
Maryland
$137K -$2.41K -27 -2%
DFC
517
DB Fitzpatrick & Co
Idaho
$135K +$803 +9 +0.6%
AF
518
Allworth Financial
California
$130K
GFL
519
Granite FO LLC
New Hampshire
$125K
TF
520
TimeScale Financial
Massachusetts
$125K +$14.5K +163 +13%
BONH
521
Bank of New Hampshire
New Hampshire
$122K
GC
522
Gould Capital
Washington
$116K -$1.34K -15 -1%
BWM
523
Baystate Wealth Management
Massachusetts
$115K +$26.5K +297 +31%
FWP
524
FAS Wealth Partners
Kansas
$114K
MGI
525
MayTech Global Investments
New York
$110K -$477K -5,353 -82%