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iShares MSCI World ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
Tiedemann Advisors
New York
$740K
HighTower Advisors
77
HighTower Advisors
Illinois
$686K +$20.8K +167 +3%
Ameriprise
78
Ameriprise
Minnesota
$679K +$218K +1,750 +45%
EDRH
79
Edmond de Rothschild Holding
Switzerland
$675K -$31.2K -250 -4%
CFB
80
Cullen/Frost Bankers
Texas
$661K
BCV
81
Banque Cantonale Vaudoise
Switzerland
$647K -$474K -3,800 -41%
WA
82
Waterford Advisors
New York
$624K
AFP
83
Ausdal Financial Partners
Iowa
$620K -$4.61K -37 -0.7%
Victory Capital Management
84
Victory Capital Management
Texas
$600K
Mariner
85
Mariner
Kansas
$598K +$164K +1,319 +36%
JIC
86
Joel Isaacson & Co
New York
$576K
GW
87
GW & Wade
Massachusetts
$543K -$10.2K -82 -2%
CPIG
88
Chicago Partners Investment Group
Illinois
$532K +$311K +2,498 +123%
KWM
89
Keebeck Wealth Management
Illinois
$529K +$67.2K +539 +14%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$503K -$70.4K -565 -12%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$497K +$70.4K +565 +16%
VFA
92
Valeo Financial Advisors
Indiana
$489K +$507K +4,068 New
AFA
93
Arlington Financial Advisors
California
$485K +$12.5K +100 +3%
SW
94
SteelPeak Wealth
California
$480K +$91.6K +735 +23%
RIS
95
Retirement Income Solutions
Michigan
$479K
LSWM
96
Lorne Steinberg Wealth Management
Canada
$444K +$30.5K +245 +7%
AF
97
Allworth Financial
California
$413K
CLG
98
Cooperman Leon G
$400K
Truist Financial
99
Truist Financial
North Carolina
$398K +$413K +3,311 New
RCM
100
Rain Capital Management
Oregon
$381K