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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
176
Retirement Income Solutions
Michigan
$4.55M +$229K +2,180 +6%
SFP
177
Sandbox Financial Partners
Maryland
$4.54M +$39.9K +380 +0.9%
SHJ
178
Sharkey, Howes & Javer
Colorado
$4.53M +$3.98M +37,922 +1,181%
IWN
179
Independent Wealth Network
Iowa
$4.46M -$40.8K -389 -1%
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$4.39M -$699K -6,660 -14%
FCH
181
Freestone Capital Holdings
Washington
$4.36M +$787K +7,493 +23%
BPC
182
Banque Pictet & Cie
Switzerland
$4.34M +$566K +5,390 +16%
LF
183
Lee Financial
Texas
$4.33M +$130K +1,238 +3%
AGA
184
Arkos Global Advisors
Texas
$4.31M -$96.6K -920 -2%
SHGA
185
Sand Hill Global Advisors
California
$4.3M
Creative Planning
186
Creative Planning
Kansas
$4.22M -$9.24K -88 -0.2%
FC
187
Financial Council
Maryland
$4.22M -$21.4K -204 -0.5%
MGP
188
Metis Global Partners
California
$4.1M +$3.23M +30,733 +475%
CGPCS
189
Capital Group Private Client Services
California
$4.06M -$438M -4,167,341 -99%
BP
190
Ballentine Partners
Massachusetts
$4.04M
CWM
191
Congress Wealth Management
Massachusetts
$4.02M -$95.9K -913 -2%
VCM
192
Vivaldi Capital Management
Illinois
$4.01M +$39.1K +372 +1%
KP
193
Keel Point
Alabama
$3.91M -$4.87M -46,339 -57%
MIA
194
MainStreet Investment Advisors
Illinois
$3.9M
SP
195
Saranac Partners
$3.82M
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$3.82M -$115K -1,095 -3%
DWM
197
Dogwood Wealth Management
Kansas
$3.81M +$275K +2,617 +8%
IPW
198
Intergy Private Wealth
Colorado
$3.72M
BL
199
Balentine LLC
Georgia
$3.68M -$4.15M -39,521 -54%
DT
200
Diversified Trust
Tennessee
$3.58M -$105 -1 -0%