We are live on ! Find out more
URTH icon

iShares MSCI World ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
76
Proquility Private Wealth Partners
Nevada
$1.33M +$1.25M +9,999 New
OC
77
Oppenheimer & Co
New York
$1.32M -$147K -1,176 -11%
AFA
78
Arlington Financial Advisors
California
$1.27M +$684K +5,487 +136%
RPGK
79
Retirement Planning Group (Kansas)
Kansas
$1.24M -$68.9K -553 -6%
MIH
80
Meitav Investment House
Israel
$1.16M +$17.5K +140 +2%
LGWM
81
Litman Gregory Wealth Management
California
$1.14M -$132K -1,055 -11%
FTS
82
Fifth Third Securities
Ohio
$1.13M +$49.7K +399 +5%
DADC
83
D.A. Davidson & Co
Montana
$1.08M +$1.01M +8,121 New
GVAG
84
Great Valley Advisor Group
Delaware
$989K +$927K +7,436 New
LBA
85
Letko, Brosseau & Associates
Quebec, Canada
$984K
Cerity Partners
86
Cerity Partners
New York
$948K -$488K -3,911 -35%
TCBWMS
87
Texas Capital Bank Wealth Management Services
Texas
$849K
MCM
88
MidAtlantic Capital Management
Virginia
$835K +$783K +6,281 New
William Blair & Company
89
William Blair & Company
Illinois
$829K -$75.4K -605 -9%
HighTower Advisors
90
HighTower Advisors
Illinois
$827K +$62.3K +500 +9%
AG
91
AlTi Global
New York
$819K +$767K +6,155 New
Truist Financial
92
Truist Financial
North Carolina
$800K +$337K +2,705 +82%
EDRH
93
Edmond de Rothschild Holding
Switzerland
$747K
LAS
94
LWM Advisory Services
Florida
$743K +$696K +5,582 New
AFP
95
Ausdal Financial Partners
Iowa
$687K
Creative Planning
96
Creative Planning
Kansas
$678K +$636K +5,100 New
Victory Capital Management
97
Victory Capital Management
Texas
$664K
JIC
98
Joel Isaacson & Co
New York
$638K
CPIG
99
Chicago Partners Investment Group
Illinois
$630K +$20.6K +165 +4%
WA
100
Waterford Advisors
New York
$617K -$69.2K -555 -11%