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iShares MSCI ACWI ex US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
351
LongView Wealth Management
Georgia
$342K +$65.7K +1,197 +24%
GCM
352
Gables Capital Management
Florida
$338K
OA
353
Operose Advisors
Wisconsin
$338K +$7.19K +131 +2%
AIM
354
Archer Investment Management
Texas
$335K -$39.9K -726 -11%
FA
355
Fountainhead AM
New Jersey
$333K +$330K +6,012 New
G
356
GenTrust
Florida
$333K
FBFS
357
First Business Financial Services
Wisconsin
$327K
CAG
358
Csenge Advisory Group
Florida
$326K +$328K +5,969 New
QWP
359
Quotient Wealth Partners
Texas
$322K -$18.9K -344 -6%
SI
360
Saxon Interests
Texas
$319K
IWC
361
Integrated Wealth Concepts
Massachusetts
$319K -$56.7K -1,032 -15%
WPW
362
Waldron Private Wealth
Pennsylvania
$318K -$1.92K -35 -0.6%
FFM
363
Forum Financial Management
Illinois
$317K
MWP
364
Madison Wealth Partners
Wisconsin
$314K
XT
365
XTX Topco
Cayman Islands
$314K +$310K +5,654 New
OCFG
366
O'Connor Financial Group
Illinois
$310K +$18.6K +339 +6%
SIA
367
Soltis Investment Advisors
Utah
$304K
KPWS
368
Kestra Private Wealth Services
Texas
$303K -$150K -2,728 -33%
OFG
369
Opulen Financial Group
Virginia
$300K
WDL
370
Well Done LLC
Michigan
$299K -$275 -5 -0.1%
CBA
371
Coastal Bridge Advisors
Connecticut
$298K +$295K +5,377 New
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$290K +$121K +2,201 +73%
TIM
373
Tortoise Investment Management
New York
$289K
SNB
374
Security National Bank
Nebraska
$289K
AWA
375
Acorn Wealth Advisors
Michigan
$288K +$39.9K +727 +16%