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iShares MSCI ACWI ex US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
151
Tortoise Investment Management
New York
$288K – – –
SCM
152
SOL Capital Management
Maryland
$271K +$28.3K +600 +12%
SWP
153
Stratos Wealth Partners
Ohio
$265K – – –
AFP
154
Ausdal Financial Partners
Iowa
$257K +$250K +5,307 New
DWT
155
Dorsey & Whitney Trust
South Dakota
$255K – – –
FWC
156
First Washington Corp
Washington
$255K – – –
BEC
157
Blue Edge Capital
Virginia
$250K +$25.3K +536 +12%
BHIA
158
Birch Hill Investment Advisors
Massachusetts
$246K – – –
PIM
159
Parker Investment Management
California
$240K – – –
Baird Financial Group
160
Baird Financial Group
Wisconsin
$234K -$9.39K -199 -4%
DWM
161
Destination Wealth Management
California
$218K – – –
CWM
162
Calamos Wealth Management
Illinois
$208K +$203K +4,306 New
ACP
163
Aviance Capital Partners
Florida
$202K +$197K +4,175 New
CCA
164
Cobblestone Capital Advisors
New York
$202K +$198K +4,188 New
HIIFS
165
Harel Insurance Investments & Financial Services
Israel
$160K -$179K -3,800 -54%
MA
166
MCF Advisors
Kentucky
$141K – – –
RFWA
167
RPg Family Wealth Advisory
Massachusetts
$110K +$96K +2,035 +885%
QAM
168
QCI Asset Management
New York
$91K – – –
EWM
169
Evercore Wealth Management
New York
$87K +$85K +1,800 New
MFT
170
Moisand Fitzgerald Tamayo
Florida
$57K +$55.4K +1,174 New
Manulife (Manufacturers Life Insurance)
171
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K – – –
LWA
172
Lowe Wealth Advisors
Maryland
$32K +$31.1K +660 New
APSP
173
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K – – –
TRSOTSOK
174
Teachers Retirement System of the State of Kentucky
Kentucky
$28K – – –
PFGIA
175
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$7.08K +150 +35%