We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
501
Portland Global Advisors
Maine
$326K – – –
PWM
502
Perigon Wealth Management
California
$325K -$156K -1,361 -33%
TPA
503
Trivium Point Advisory
Connecticut
$325K – – –
GSIS
504
Global Strategic Investment Solutions
Arizona
$325K – – –
PFS
505
Prospera Financial Services
Texas
$323K -$8.25K -72 -3%
BC
506
Belmont Capital
California
$322K – – –
SCA
507
Stonebridge Capital Advisors
Minnesota
$322K +$309K +2,694 New
WC
508
Weil Company
California
$316K – – –
ESB
509
Essex Savings Bank
Connecticut
$315K – – –
GSEP
510
Golden State Equity Partners
California
$314K – – –
NAS
511
Nicolet Advisory Services
Wisconsin
$313K – – –
FF
512
Friedenthal Financial
New Jersey
$312K -$6.3K -55 -2%
NWM
513
Northwest Wealth Management
Iowa
$307K -$63.5K -554 -18%
FFA
514
Farther Finance Advisors
California
$306K +$101K +881 +52%
TCWM
515
Total Clarity Wealth Management
Illinois
$305K – – –
BAMG
516
Brand Asset Management Group
Missouri
$305K -$6.42K -56 -2%
BGA
517
Battery Global Advisors
Massachusetts
$300K -$8M -69,779 -97%
SPIO
518
Seven Post Investment Office
California
$297K – – –
SC
519
Sapient Capital
Indiana
$295K – – –
MWM
520
Modern Wealth Management
Kansas
$290K -$917 -8 -0.3%
HFO
521
Heritage Family Offices
Arizona
$289K – – –
PWM
522
Provident Wealth Management
Tennessee
$289K – – –
AC
523
Apella Capital
Connecticut
$289K -$255K -2,225 -48%
SRA
524
Secured Retirement Advisors
Minnesota
$289K – – –
EFS
525
Essex Financial Services
Connecticut
$286K -$176K -1,535 -39%
19 20
21
22 23