We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
226
Marks Group Wealth Management
Minnesota
$572K +$551K +12,570 New
AWM
227
Axxcess Wealth Management
California
$567K +$547K +12,469 New
AIM
228
Allen Investment Management
New York
$549K – – –
AWA
229
Acorn Wealth Advisors
Michigan
$540K -$91K -2,074 -15%
PWMAG
230
Pinnacle Wealth Management Advisory Group
New Jersey
$531K -$95.2K -2,170 -16%
ACM
231
Advisors Capital Management
New Jersey
$529K +$150K +3,410 +42%
JPG
232
Jordan Park Group
California
$519K – – –
IIC
233
Ironwood Investment Counsel
Arizona
$516K – – –
CCB
234
Country Club Bank
Missouri
$508K +$233K +5,305 +90%
FCI
235
Financial Counselors Inc
Kansas
$499K – – –
SWP
236
Stratos Wealth Partners
Ohio
$498K +$49.5K +1,129 +11%
FNBOO
237
First National Bank of Omaha
Nebraska
$497K – – –
CFA
238
Cahill Financial Advisors
Minnesota
$484K +$36.1K +824 +8%
SFG
239
Summit Financial Group
West Virginia
$476K -$84.2K -1,920 -16%
PGFC
240
Peapack-Gladstone Financial Corp
New Jersey
$473K -$258K -5,884 -36%
SWP
241
Summit Wealth Partners
Florida
$471K -$32.4K -738 -7%
SWM
242
Southern Wealth Management
Texas
$462K +$19K +433 +4%
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$460K -$148K -3,368 -25%
CGFA
244
Colton Groome Financial Advisors
North Carolina
$459K -$2.58M -58,769 -85%
BS
245
Banco Santander
Spain
$458K -$41.7K -951 -9%
SPIA
246
Steward Partners Investment Advisory
New York
$455K +$129K +2,930 +41%
BAM
247
Belpointe Asset Management
Nevada
$453K +$99.4K +2,267 +29%
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$446K +$430K +9,811 New
DI
249
DFPG Investments
Utah
$436K +$397K +9,059 New
FWA
250
FSC Wealth Advisors
New York
$428K +$412K +9,401 New