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iShares MSCI World ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GW
76
GW & Wade
Massachusetts
$600K
JIC
77
Joel Isaacson & Co
New York
$564K
RIS
78
Retirement Income Solutions
Michigan
$469K +$457K +3,985 New
AFA
79
Arlington Financial Advisors
California
$457K -$1.47M -12,792 -77%
KWM
80
Keebeck Wealth Management
Illinois
$454K +$443K +3,862 New
Ameriprise
81
Ameriprise
Minnesota
$444K -$1.54M -13,470 -78%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$412K -$521K -4,547 -56%
SW
83
SteelPeak Wealth
California
$411K +$45.4K +396 +13%
AF
84
Allworth Financial
California
$402K +$392K +3,414 New
LSWM
85
Lorne Steinberg Wealth Management
Canada
$400K -$1.04M -9,077 -73%
CLG
86
Cooperman Leon G
$392K
RCM
87
Rain Capital Management
Oregon
$370K
TSS
88
Two Sigma Securities
New York
$358K +$349K +3,044 New
AWA
89
Arkadios Wealth Advisors
Georgia
$353K -$22K -192 -6%
BPCE
90
Bank Pictet & Cie (Europe)
Germany
$348K
LCGC
91
Legacy Capital Group California
California
$338K +$330K +2,875 New
Mariner
92
Mariner
Kansas
$338K -$1.89M -16,511 -85%
CMBA
93
C.M. Bidwell & Associates
Hawaii
$335K +$6.31K +55 +2%
MIH
94
Meitav Investment House
Israel
$335K +$330K +2,880 New
MWM
95
Mission Wealth Management
California
$311K
Citigroup
96
Citigroup
New York
$310K
FHA
97
Flagship Harbor Advisors
Massachusetts
$310K
JIP
98
Jaffetilchin Investment Partners
Florida
$307K
BFA
99
Beaumont Financial Advisors
Massachusetts
$307K -$27.3K -238 -8%
EH
100
Equitable Holdings
New York
$306K +$3.9K +34 +1%