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iShares MSCI ACWI ex US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OA
301
Operose Advisors
Wisconsin
$319K -$368K -7,171 -55%
FBFS
302
First Business Financial Services
Wisconsin
$315K
BFM
303
Boston Financial Management
Massachusetts
$313K
QCM
304
Quantinno Capital Management
New York
$306K +$295K +5,739 New
FFM
305
Forum Financial Management
Illinois
$306K
WPW
306
Waldron Private Wealth
Pennsylvania
$303K +$291K +5,670 New
SW
307
SlateStone Wealth
Florida
$302K -$3.64K -71 -1%
RVPG
308
Relative Value Partners Group
$299K
Bank of Nova Scotia
309
Bank of Nova Scotia
Ontario, Canada
$288K +$277K +5,390 New
VFA
310
Valeo Financial Advisors
Indiana
$284K +$6.98K +136 +3%
MWP
311
Madison Wealth Partners
Wisconsin
$284K
TIM
312
Tortoise Investment Management
New York
$284K
BFA
313
Bragg Financial Advisors
North Carolina
$281K
SWP
314
Summit Wealth Partners
Florida
$280K -$46.5K -905 -15%
SNB
315
Security National Bank
Nebraska
$278K
AIP
316
ARS Investment Partners
New York
$276K -$13K -253 -5%
FA
317
Flagstar Advisors
New York
$276K -$27.5K -536 -9%
ONB
318
Old National Bancorp
Indiana
$276K
CTA
319
Camelot Technology Advisors
California
$270K
EP
320
Edgestream Partners
New Jersey
$258K +$248K +4,839 New
AWM
321
Aries Wealth Management
Maine
$258K
MCM
322
Mitchell Capital Management
Kansas
$258K -$2.59M -50,398 -91%
FRA
323
Frank Rimerman Advisors
California
$258K
LFAS
324
Level Four Advisory Services
Texas
$258K
CCM
325
Coldstream Capital Management
Washington
$252K +$242K +4,714 New