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iShares MSCI ACWI ex US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
201
Capital Group Private Client Services
California
$513K
SWP
202
Strategic Wealth Partners
Ohio
$497K +$309K +6,947 +127%
FA
203
Financial Advisors
Massachusetts
$495K
SFG
204
Summit Financial Group
West Virginia
$495K
AIA
205
Avalon Investment & Advisory
Texas
$495K +$22K +494 +4%
AIM
206
Allen Investment Management
New York
$483K +$57.1K +1,283 +12%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$481K -$21.6K -486 -4%
MFG
208
Magnus Financial Group
New York
$457K -$536K -12,047 -51%
JPG
209
Jordan Park Group
California
$456K
IIC
210
Ironwood Investment Counsel
Arizona
$454K
HPA
211
High Probability Advisors
New York
$452K +$503K +11,307 New
SWP
212
Summit Wealth Partners
Florida
$444K -$33.5K -754 -6%
BS
213
Banco Santander
Spain
$441K +$8.1K +182 +2%
FCI
214
Financial Counselors Inc
Kansas
$439K -$341K -7,655 -41%
SFI
215
SPC Financial Inc
Maryland
$438K +$487K +10,941 New
FNBOO
216
First National Bank of Omaha
Nebraska
$437K
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$416K -$122K -2,746 -21%
TRIA
218
Trail Ridge Investment Advisors
Colorado
$415K -$602K -13,518 -60%
SWM
219
Southern Wealth Management
Texas
$402K +$132K +2,974 +44%
PA
220
Procyon Advisors
Connecticut
$399K -$77.5K -1,742 -15%
SWP
221
Stratos Wealth Partners
Ohio
$393K +$4.05K +91 +0.9%
CFA
222
Cahill Financial Advisors
Minnesota
$392K +$436K +9,803 New
B
223
Brightworth
Georgia
$388K
OPCM
224
Osborne Partners Capital Management
California
$377K +$419K +9,420 New
FFN
225
Focus Financial Network
Minnesota
$373K +$32.7K +734 +9%