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iShares MSCI ACWI ex US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWPCM
151
Perella Weinberg Partners Capital Management
New York
$804K +$845K +19,170 New
BFPW
152
BOK Financial Private Wealth
Colorado
$800K +$840K +19,062 New
AWM
153
AllSquare Wealth Management
New York
$798K -$25.1K -570 -3%
FNBOO
154
First National Bank of Omaha
Nebraska
$789K +$829K +18,806 New
TIM
155
Thornburg Investment Management
New Mexico
$787K +$768K +17,417 New
WSTAM
156
Wilbanks Smith & Thomas Asset Management
Virginia
$776K +$815K +18,486 New
WPW
157
Waldron Private Wealth
Pennsylvania
$678K -$16.3K -370 -2%
CCMG
158
Clark Capital Management Group
Pennsylvania
$650K +$683K +15,500 New
BHIA
159
Birch Hill Investment Advisors
Massachusetts
$645K -$333K -7,550 -33%
BAS
160
Brown Advisory Securities
Maryland
$637K +$99.5K +2,257 +17%
RJT
161
Raymond James Trust
Florida
$625K – – –
AG
162
Advisor Group
Arizona
$623K -$214K -4,844 -25%
AIA
163
Avalon Investment & Advisory
Texas
$621K +$653K +14,807 New
QCG
164
Quadrant Capital Group
Ohio
$620K – – –
RFWA
165
RPg Family Wealth Advisory
Massachusetts
$620K +$41.4K +940 +7%
TF
166
Trek Financial
Arizona
$604K +$634K +14,386 New
MWM
167
Modera Wealth Management
New Jersey
$596K -$39.9K -906 -6%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$573K +$602K +13,644 New
DWM
169
Dakota Wealth Management
Florida
$567K +$50.4K +1,143 +9%
Cerity Partners
170
Cerity Partners
New York
$564K +$593K +13,450 New
New York State Common Retirement Fund
171
New York State Common Retirement Fund
New York
$561K +$589K +13,365 New
FDCC
172
Foster Dykema Cabot & Co
Massachusetts
$508K – – –
BRWM
173
B. Riley Wealth Management
Tennessee
$500K +$525K +11,917 New
CWM
174
CMH Wealth Management
New Hampshire
$491K -$459K -10,400 -47%
MCM
175
McKinley Capital Management
Alaska
$478K +$429K +9,738 +586%