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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFS
176
Rockefeller Financial Services
New York
$110K
Creative Planning
177
Creative Planning
Kansas
$104K +$94.5K +1,782 +2,742%
ACM
178
Argentus Capital Management
Texas
$80K +$76.1K +1,434 New
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$70K
CG
180
Cutler Group
California
$56K -$50.4K -951 -49%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$54K -$302K -5,700 -86%
Lazard Asset Management
182
Lazard Asset Management
New York
$49K -$4.76M -89,763 -99%
S
183
SignatureFD
Georgia
$40K
WAM
184
Wealthspire Advisors (Maryland)
Maryland
$38K
RFWA
185
RPg Family Wealth Advisory
Massachusetts
$33.4K -$16.9K -319 -35%
TIM
186
Tortoise Investment Management
New York
$33K -$19.6K -370 -39%
CA
187
CapWealth Advisors
Tennessee
$30K
WTC
188
WhitTier Trust Company
Nevada
$27K
JFA
189
JNBA Financial Advisors
Minnesota
$25K
WAS
190
Winch Advisory Services
Wisconsin
$22K
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$20K -$2.94M -55,477 -99%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$18K -$62K -1,168 -78%
CI
193
Clal Insurance
Israel
$17K +$15.9K +300 New
CGH
194
Cleary Gull Holdings
Wisconsin
$6K
TFA
195
Transamerica Financial Advisors
Florida
$3K
AIP
196
Ameritas Investment Partners
Nebraska
$2K
AWM
197
Avior Wealth Management
Nebraska
$2K +$1.8K +34 New
CFA
198
CT Financial Advisors
Pennsylvania
$1.85K
CIR
199
Clear Investment Research
Georgia
$1K
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
-$167M -2,991,738 Closed