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iShares MSCI ACWI ex US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
226
Bison Wealth
Georgia
$228K -$6.27K -136 -3%
ECG
227
Edge Capital Group
Georgia
$224K -$130K -2,831 -37%
HCM
228
Howland Capital Management
Massachusetts
$221K -$12.4K -270 -5%
TC
229
Telemus Capital
Michigan
$221K -$415 -9 -0.2%
PA
230
Procyon Advisors
Connecticut
$220K +$19.3K +418 +10%
WR
231
Watson Rebecca
$219K
LIM
232
Loudon Investment Management
New Hampshire
$218K
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$217K +$217K +4,714 New
NPF
234
Norris Perne & French
Michigan
$213K +$213K +4,622 New
WANY
235
Wealthspire Advisors (New York)
New York
$211K +$212K +4,592 New
MA
236
Montag & Associates
Georgia
$210K -$64.5K -1,400 -23%
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$209K +$222K +4,825 New
SCM
238
SOL Capital Management
Maryland
$207K +$207K +4,500 New
William Blair & Company
239
William Blair & Company
Illinois
$206K +$70.5K +1,530 +52%
BFC
240
Bedel Financial Consulting
Indiana
$204K -$20.4K -443 -9%
FMBTD
241
First Midwest Bank Trust Division
Illinois
$204K +$204K +4,433 New
NC
242
NovaPoint Capital
Georgia
$202K +$203K +4,396 New
BAM
243
Belpointe Asset Management
Nevada
$166K -$38.5K -836 -19%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$162K +$40.6K +881 +34%
VFA
245
Valeo Financial Advisors
Indiana
$152K -$2.9K -63 -2%
RWG
246
Regal Wealth Group
California
$143K +$46 +1 +0%
MA
247
MCF Advisors
Kentucky
$134K
Fidelity Investments
248
Fidelity Investments
Massachusetts
$131K +$32.1K +696 +32%
LWA
249
Lowe Wealth Advisors
Maryland
$111K
LDFR
250
Lehman & Derafelo Financial Resources
Pennsylvania
$101K