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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
726
Mindset Wealth Management
Indiana
$213K +$208K +1,359 New
SAG
727
SageView Advisory Group
California
$213K +$207K +1,354 New
AWM
728
Aureum Wealth Management
Florida
$212K +$206K +1,350 New
CAM
729
Cozad Asset Management
Illinois
$211K +$206K +1,347 New
WP
730
Westmount Partners
California
$211K +$205K +1,343 New
PP
731
PDS Planning
Ohio
$211K +$205K +1,342 New
Empower Advisory Group
732
Empower Advisory Group
Colorado
$206K +$201K +1,314 New
SCM
733
Spreng Capital Management
Ohio
$206K +$201K +1,313 New
AWC
734
Abundance Wealth Counselors
Pennsylvania
$204K +$199K +1,300 New
PWPS
735
Pinnacle Wealth Planning Services
Ohio
$184K – – –
TWC
736
TD Waterhouse Canada
Ontario, Canada
$177K – – –
SC
737
Solstein Capital
California
$173K – – –
Harris Associates
738
Harris Associates
Illinois
$171K – – –
BAM
739
BOCHK Asset Management
Hong Kong
$168K +$163K +1,070 New
AF
740
Allworth Financial
California
$165K -$351K -2,299 -69%
VNA
741
Valley National Advisers
Pennsylvania
$164K – – –
B
742
Birchbrook
Maine
$154K – – –
BCWM
743
Bartlett & Co Wealth Management
Ohio
$148K – – –
AWM
744
AE Wealth Management
Kansas
$148K -$151K -990 -51%
HWM
745
HighMark Wealth Management
Minnesota
$140K +$764 +5 +0.6%
CSC
746
Caldwell Sutter Capital
California
$138K -$19.1K -125 -12%
LFG
747
Larson Financial Group
Missouri
$126K +$123K +802 +80,200%
MHR
748
Matthew Hamilton Rosenberg
$123K – – –
BF
749
BOK Financial
Oklahoma
$120K – – –
IAS
750
IMA Advisory Services
Colorado
$119K +$23.5K +154 +26%