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iShares MSCI World ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
101
Valeo Financial Advisors
Indiana
$569K
Osaic Holdings
102
Osaic Holdings
Arizona
$569K -$3.55M -25,756 -87%
KWM
103
Keebeck Wealth Management
Illinois
$560K
DZ Bank
104
DZ Bank
Germany
$529K +$504K +3,653 New
UWS
105
Unique Wealth Strategies
Illinois
$507K +$233K +1,693 +94%
CLG
106
Cooperman Leon G
$482K
LAS
107
LWM Advisory Services
Florida
$470K -$323K -2,340 -42%
GM
108
GeoWealth Management
Illinois
$467K +$444K +3,220 New
RCM
109
Rain Capital Management
Oregon
$463K
LSWM
110
Lorne Steinberg Wealth Management
Canada
$454K +$15.6K +113 +4%
CA
111
Cetera Advisors
Colorado
$451K +$429K +3,111 New
JFG
112
JDM Financial Group
Texas
$444K +$422K +3,061 New
LCGC
113
Legacy Capital Group California
California
$432K +$3.31K +24 +0.8%
AF
114
Allworth Financial
California
$406K
NL
115
NWAM LLC
Washington
$406K +$39.2K +284 +11%
ES
116
Eagle Strategies
New York
$404K +$385K +2,788 New
EH
117
Equitable Holdings
New York
$399K
CFB
118
Cullen/Frost Bankers
Texas
$399K +$379K +2,750 New
MML Investors Services
119
MML Investors Services
Massachusetts
$397K -$1.88M -13,599 -83%
JIP
120
Jaffetilchin Investment Partners
Florida
$385K
MWM
121
Mission Wealth Management
California
$383K
Citigroup
122
Citigroup
New York
$382K
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$370K -$6.9K -50 -2%
DS
124
DRW Securities
Illinois
$365K -$3.17K -23 -0.9%
SAM
125
Smartleaf Asset Management
Massachusetts
$364K -$24.7K -179 -7%