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iShares MSCI ACWI ex US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
AllSquare Wealth Management
New York
$795K -$90.8K -1,954 -10%
Calamos Advisors
152
Calamos Advisors
Illinois
$782K -$26.8K -576 -3%
B
153
Brightworth
Georgia
$781K -$315K -6,781 -29%
WPW
154
Waldron Private Wealth
Pennsylvania
$764K -$8.41K -181 -1%
HSA
155
HBK Sorce Advisory
Pennsylvania
$706K +$248K +5,327 +55%
RJT
156
Raymond James Trust
Florida
$682K -$372 -8 -0.1%
Stifel Financial
157
Stifel Financial
Missouri
$662K +$72.7K +1,565 +12%
MWM
158
Modera Wealth Management
New Jersey
$652K -$7.2K -155 -1%
PWMAG
159
Pinnacle Wealth Management Advisory Group
New Jersey
$649K
TF
160
Trek Financial
Arizona
$640K -$19.5K -419 -3%
WS
161
Wedbush Securities
California
$605K +$601K +12,933 New
FDCC
162
Foster Dykema Cabot & Co
Massachusetts
$564K -$2.56K -55 -0.5%
RTS
163
Round Table Services
New Jersey
$539K -$262K -5,639 -33%
DCM
164
Dimension Capital Management
Florida
$517K
CB
165
CNB Bank
Pennsylvania
$509K
M&T Bank
166
M&T Bank
New York
$464K +$135K +2,905 +41%
Bank of New York Mellon
167
Bank of New York Mellon
New York
$453K -$17.4K -375 -4%
FFN
168
Focus Financial Network
Minnesota
$452K +$6.46K +139 +1%
BCP
169
Blue Chip Partners
Michigan
$445K +$7.3K +157 +2%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$445K +$67.4K +1,450 +18%
FCI
171
Financial Counselors Inc
Kansas
$445K +$442K +9,518 New
Northern Trust
172
Northern Trust
Illinois
$431K
G
173
GenTrust
Florida
$414K
WWM
174
Windsor Wealth Management
Indiana
$412K -$418 -9 -0.1%
SC
175
Scotia Capital
Ontario, Canada
$394K +$2.93K +63 +0.8%