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iShares MSCI ACWI ex US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Parallel Advisors
California
$1.03M +$83.5K +1,184 +9%
Barclays
352
Barclays
United Kingdom
$1.03M +$1.06M +15,000 New
PNC Financial Services Group
353
PNC Financial Services Group
Pennsylvania
$1.02M +$535K +7,587 +103%
CCG
354
Catalina Capital Group
California
$1.02M +$1.05M +14,870 New
HEIP
355
Hudson Edge Investment Partners
New Jersey
$1.01M +$1.04M +14,722 New
PA
356
Pinnacle Associates
New York
$1.01M +$17.1K +243 +2%
TWP
357
Tempus Wealth Planning
California
$999K +$1.03M +14,588 New
EPW
358
Evolve Private Wealth
California
$997K +$206K +2,920 +25%
UI
359
Unconventional Investor
New Hampshire
$954K
RFN
360
RDA Financial Network
Iowa
$952K +$981K +13,900 New
CCM
361
Cullen Capital Management
New York
$945K -$12.2M -172,394 -93%
HAC
362
Harbor Advisory Corp
New Hampshire
$945K +$479K +6,795 +97%
EWM
363
Elevation Wealth Management
Minnesota
$942K +$251K +3,553 +35%
CWM
364
Centurion Wealth Management
Virginia
$933K +$961K +13,629 New
GC
365
GatePass Capital
Ohio
$925K +$953K +13,507 New
IIC
366
Ironwood Investment Counsel
Arizona
$914K
BDPWM
367
Barnes Dennig Private Wealth Management
Ohio
$904K -$20.1K -285 -2%
SGCM
368
Sanchez Gaunt Capital Management
Nevada
$887K +$914K +12,961 New
GM
369
GeoWealth Management
Illinois
$884K +$911K +12,917 New
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$882K +$180K +2,546 +25%
CMI
371
Clare Market Investments
Texas
$878K +$905K +12,830 New
HI
372
Harbour Investments
Wisconsin
$876K +$902K +12,781 +85,207%
WANY
373
Wealthspire Advisors (New York)
New York
$875K
UCFA
374
United Capital Financial Advisors
Texas
$874K +$438K +6,213 +95%
SWTS
375
Stonehaven Wealth & Tax Solutions
Wisconsin
$859K +$35.6K +505 +4%