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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
176
Polaris Wealth Advisory Group
California
$335K -$763 -13 -0.2%
BFA
177
Beaumont Financial Advisors
Massachusetts
$323K -$89.6K -1,527 -22%
NA
178
Navellier & Associates
Nevada
$312K +$9.1K +155 +3%
GA
179
Geneva Advisors
Illinois
$311K +$308K +5,250 New
RSA
180
Robertson Stephens Advisors
California
$311K +$309K +5,264 New
Creative Planning
181
Creative Planning
Kansas
$302K -$6.87K -117 -2%
BFO
182
Boston Family Office
Massachusetts
$296K – – –
CFA
183
Carroll Financial Associates
North Carolina
$289K – – –
HW
184
Hancock Whitney
Mississippi
$287K – – –
BEC
185
Blue Edge Capital
Virginia
$277K -$27.3K -465 -9%
KP
186
Keel Point
Alabama
$273K +$271K +4,611 New
FF
187
Friedenthal Financial
New Jersey
$267K -$7.34K -125 -3%
AIA
188
Avalon Investment & Advisory
Texas
$267K +$265K +4,511 New
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$261K +$20.1K +343 +8%
SI
190
SII Investments
Wisconsin
$254K +$251K +4,280 New
VCP
191
Vista Capital Partners
Oregon
$252K – – –
Stifel Financial
192
Stifel Financial
Missouri
$252K +$43.1K +735 +21%
3AM
193
3EDGE Asset Management
Florida
$248K +$247K +4,200 New
KC
194
Kingfisher Capital
North Carolina
$233K -$482K -8,221 -68%
CDIA
195
Capital Directions Investment Advisors
Georgia
$233K -$35.2K -600 -13%
William Blair & Company
196
William Blair & Company
Illinois
$221K – – –
BWM
197
Baystate Wealth Management
Massachusetts
$212K -$310K -5,289 -60%
WF
198
WealthTrust Fairport
Ohio
$212K +$210K +3,585 New
CA
199
Clearstead Advisors
Ohio
$211K +$209K +3,565 New
FEG
200
Fund Evaluation Group
Ohio
$205K +$203K +3,462 New