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iShares MSCI ACWI ex US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Perigon Wealth Management
California
$830K +$201K +4,185 +35%
HPA
227
High Probability Advisors
New York
$829K -$537K -11,153 -41%
JPG
228
Jordan Park Group
California
$817K +$770K +16,000 New
AIM
229
Allen Investment Management
New York
$813K -$69K -1,433 -8%
FCH
230
Freestone Capital Holdings
Washington
$797K +$3.95K +82 +0.5%
EP
231
EPIQ Partners
Minnesota
$784K +$24.2K +503 +3%
PCIG
232
Partners Capital Investment Group
Massachusetts
$783K +$10.2K +211 +1%
UCFA
233
United Capital Financial Advisors
Texas
$756K +$404K +8,389 +131%
Focus Partners Wealth
234
Focus Partners Wealth
Massachusetts
$753K +$710K +14,753 New
UB
235
UMB Bank
Missouri
$749K
PA
236
Pinnacle Associates
New York
$735K +$55.3K +1,150 +9%
ERIC
237
Eagle Rock Investment Company
Georgia
$727K
UI
238
Unconventional Investor
New Hampshire
$711K
AC
239
Avestar Capital
New York
$701K +$4.19K +87 +0.6%
AFG
240
ABLE Financial Group
Arizona
$700K
TWC
241
TD Waterhouse Canada
Ontario, Canada
$689K +$75.8K +1,574 +16%
MFG
242
Merit Financial Group
Georgia
$675K -$3.75K -78 -0.6%
CAM
243
Chesapeake Asset Management
New York
$671K
OA
244
Operose Advisors
Wisconsin
$671K +$422K +8,768 +201%
BPA
245
Beacon Pointe Advisors
California
$643K +$257K +5,350 +74%
MGWM
246
Marks Group Wealth Management
Minnesota
$640K
ACM
247
Advisors Capital Management
New Jersey
$639K +$603K +12,520 New
SWP
248
Strategic Wealth Partners
Ohio
$603K -$30.8K -641 -5%
OFS
249
Oldfather Financial Services
Nebraska
$602K +$529 +11 +0.1%
HIA
250
Harbor Investment Advisory
Maryland
$599K +$130K +2,700 +30%