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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFM
576
GEN Financial Management
Minnesota
$208K – – –
PCA
577
Prosperity Capital Advisors
Ohio
$207K – – –
WP
578
Westmount Partners
California
$206K – – –
RFWA
579
RPg Family Wealth Advisory
Massachusetts
$205K +$211K +1,765 New
SPWM
580
Schrum Private Wealth Management
Florida
$205K – – –
PAM
581
Palisade Asset Management
Minnesota
$204K – – –
PAG
582
Private Advisory Group
Washington
$203K – – –
DC
583
Dorval Corp
Minnesota
$203K +$201K +1,677 New
RA
584
Rodgers & Associates
Pennsylvania
$202K -$12K -100 -5%
PTC
585
Private Trust Company
Ohio
$190K – – –
SVCP
586
Silicon Valley Capital Partners
California
$187K – – –
GM
587
GeoWealth Management
Illinois
$168K +$29.4K +245 +20%
BONH
588
Bank of New Hampshire
New Hampshire
$156K – – –
GFL
589
Granite FO LLC
New Hampshire
$151K – – –
HI
590
Harbour Investments
Wisconsin
$142K -$15K -125 -9%
RDFA
591
Ritter Daniher Financial Advisory
Ohio
$139K – – –
CWC
592
Carolinas Wealth Consulting
North Carolina
$137K – – –
MCM
593
Manchester Capital Management
Vermont
$136K +$1.44K +12 +1%
LFA
594
LGT Financial Advisors
Texas
$134K -$299K -2,497 -68%
SC
595
Solstein Capital
California
$128K -$21.7K -181 -14%
FWM
596
FSA Wealth Management
Massachusetts
$125K -$24.6K -205 -16%
VNA
597
Valley National Advisers
Pennsylvania
$121K – – –
GC
598
Gould Capital
Washington
$117K – – –
CSC
599
Caldwell Sutter Capital
California
$117K – – –
CA
600
CoreCap Advisors
Michigan
$116K -$1.08K -9 -0.9%