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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$2.85M
Lazard Asset Management
102
Lazard Asset Management
New York
$2.83M +$703K +9,686 +32%
SFA
103
Sequoia Financial Advisors
Ohio
$2.76M -$126K -1,738 -4%
RIS
104
Retirement Income Solutions
Michigan
$2.57M -$530K -7,301 -17%
CGL
105
Clarius Group LLC
Washington
$2.53M +$28.9K +398 +1%
Comerica Bank
106
Comerica Bank
Texas
$2.44M +$439K +6,049 +22%
FWP
107
FAS Wealth Partners
Kansas
$2.36M +$297K +4,098 +14%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$2.31M +$1.44M +19,827 +157%
BJL
109
Brighton Jones LLC
Washington
$2.29M +$446K +6,148 +24%
EDRH
110
Edmond de Rothschild Holding
Switzerland
$2.24M +$224K +3,092 +11%
Wolverine Trading
111
Wolverine Trading
Illinois
$2.2M
BWP
112
BSW Wealth Partners
Colorado
$2.14M +$132K +1,814 +6%
AFP
113
Ausdal Financial Partners
Iowa
$2.11M +$1.54M +21,290 +254%
GFP
114
Gryphon Financial Partners
Ohio
$2.08M +$53.5K +738 +3%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$2.07M -$49K -675 -2%
BP
116
BBR Partners
New York
$2.05M
DCM
117
Dupont Capital Management
Delaware
$1.98M -$5.21M -71,763 -72%
PI
118
PineBridge Investments
New York
$1.95M -$501K -6,910 -20%
BHB
119
Bank Hapoalim BM
Israel
$1.94M -$75.8K -1,045 -4%
LF
120
Lee Financial
Texas
$1.94M +$84K +1,158 +4%
BTS
121
BB&T Securities
Virginia
$1.83M +$1.33M +18,271 +244%
FIM
122
Frontier Investment Management
Texas
$1.82M -$11.9K -164 -0.6%
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$1.76M
PFM
124
Peak Financial Management
Massachusetts
$1.74M +$456K +6,288 +35%
HCMT
125
Highland Capital Management (Tennessee)
Tennessee
$1.73M -$187K -2,574 -10%