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iShares MSCI ACWI ex US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
451
IHT Wealth Management
Illinois
$730K +$129K +1,735 +22%
CCWP
452
Cedar Cove Wealth Partners
Minnesota
$725K -$54.7K -735 -7%
LFAS
453
Level Four Advisory Services
Texas
$722K +$3.65K +49 +0.5%
NHC
454
Nicholas Hoffman & Company
Georgia
$713K -$666K -8,951 -49%
PI
455
PFG Investments
New York
$709K +$236K +3,177 +52%
FEM
456
Fulcrum Equity Management
Texas
$709K +$128K +1,724 +23%
Neuberger Berman Group
457
Neuberger Berman Group
New York
$706K -$1.33M -17,821 -66%
CW
458
CreativeOne Wealth
Kansas
$702K +$292K +3,929 +74%
MSFS
459
Main Street Financial Solutions
Pennsylvania
$701K +$685K +9,204 New
PTC
460
Philadelphia Trust Company
Pennsylvania
$694K – – –
SAG
461
SageView Advisory Group
California
$693K +$7.29K +98 +1%
RIA
462
Regal Investment Advisors
Michigan
$689K +$382K +5,132 +131%
CGA
463
Crescent Grove Advisors
Illinois
$687K +$146K +1,963 +28%
GCA
464
Greenwood Capital Associates
South Carolina
$685K -$27.5K -370 -4%
CCFM
465
Clear Creek Financial Management
Washington
$685K +$669K +8,996 New
SEIA
466
Signature Estate & Investment Advisors
California
$681K -$168K -2,259 -20%
CFB
467
Cullen/Frost Bankers
Texas
$676K – – –
NEPPG
468
New England Professional Planning Group
Rhode Island
$670K +$3.27K +44 +0.5%
CG
469
Cynosure Group
Utah
$669K – – –
JWCA
470
J.W. Cole Advisors
Florida
$658K +$643K +8,645 New
MCA
471
MSH Capital Advisors
Arizona
$653K +$181K +2,439 +40%
WN
472
Williams & Novak
California
$652K -$74.4K -1,000 -10%
EWA
473
EP Wealth Advisors
California
$647K +$293K +3,933 +86%
FFA
474
Founders Financial Alliance
North Carolina
$644K +$287K +3,853 +84%
GFA
475
Gladwyn Financial Advisors
Virginia
$639K – – –