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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
176
New Capital Management
Texas
$766K +$4.39K +60 +0.6%
WT
177
Whittier Trust
California
$761K – – –
ASN
178
Advisory Services Network
Georgia
$753K -$583K -7,970 -44%
SG
179
Strid Group
Pennsylvania
$732K +$34.4K +471 +5%
JFG
180
JMG Financial Group
Illinois
$731K – – –
AL
181
Aspiriant LLC
California
$708K -$170K -2,322 -20%
SFG
182
StrategIQ Financial Group
Indiana
$705K -$514K -7,023 Closed
WAM
183
Weatherly Asset Management
California
$697K -$140K -1,910 -17%
MBT
184
Montecito Bank & Trust
California
$697K +$18.4K +252 +3%
CWM
185
Cahaba Wealth Management
Georgia
$671K +$168K +2,292 +34%
KFGK
186
Keystone Financial Group (Kentucky)
Kentucky
$654K -$6.29K -86 -1%
FEG
187
Fund Evaluation Group
Ohio
$642K – – –
CPO
188
Cerity Partners OCIO
New York
$634K +$189K +2,590 +44%
DY
189
Dowling & Yahnke
California
$617K +$56.3K +770 +10%
G
190
GenTrust
Florida
$613K – – –
FAAS
191
First Allied Advisory Services
California
$608K -$5.37M -73,437 -90%
Mariner
192
Mariner
Kansas
$604K +$2.78K +38 +0.5%
ANTB
193
AMG National Trust Bank
Colorado
$594K – – –
PW
194
Price Wealth
Texas
$585K – – –
PA
195
Parallel Advisors
California
$583K -$22.4K -306 -4%
KAH
196
Kathryn A. Hall
$579K – – –
MWAC
197
Mariner Wealth Advisors (Cincinnati)
Ohio
$563K +$19.5K +267 +4%
Victory Capital Management
198
Victory Capital Management
Texas
$554K +$545K +7,455 New
CWM
199
Circle Wealth Management
New Jersey
$550K – – –
CMP
200
Courage Miller Partners
Virginia
$539K – – –