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iShares MSCI World ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
101
LOM Asset Management
$875K +$815K +5,165 New
SIM
102
Stratos Investment Management
Ohio
$856K +$228K +1,442 +40%
CI
103
CX Institutional
Indiana
$854K -$51.2K -324 -6%
Ameriprise
104
Ameriprise
Minnesota
$826K -$1.1K -7 -0.1%
JIC
105
Joel Isaacson & Co
New York
$812K
WSFS
106
Wilmington Savings Fund Society
Delaware
$812K
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$779K +$1.74K +11 +0.2%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$766K -$10.3K -65 -1%
SB
109
Strategic Blueprint
Georgia
$732K +$427K +2,702 +167%
PAS
110
Park Avenue Securities
New York
$707K -$285K -1,805 -30%
RWA
111
Resolute Wealth Advisor
Ohio
$701K +$615K +3,894 New
VFA
112
Valeo Financial Advisors
Indiana
$689K
EH
113
Equitable Holdings
New York
$687K +$91.4K +579 +17%
MML Investors Services
114
MML Investors Services
Massachusetts
$682K -$976K -6,184 -61%
RIS
115
Retirement Income Solutions
Michigan
$675K
GIM
116
Glenmede Investment Management
Pennsylvania
$665K +$620K +3,927 New
WANY
117
Wealthspire Advisors (New York)
New York
$655K
WA
118
Waverly Advisors
Alabama
$647K +$603K +3,822 New
SCA
119
Snowden Capital Advisors
New York
$627K
WA
120
Waterford Advisors
New York
$625K +$3.25M +20,562 +558%
SG Americas Securities
121
SG Americas Securities
New York
$602K +$3.63K +23 +0.7%
SWP
122
Sagespring Wealth Partners
Tennessee
$570K -$141K -891 -21%
ASN
123
Advisory Services Network
Georgia
$563K +$210K +1,327 +68%
RSWM
124
Robertson Stephens Wealth Management
California
$554K +$3.95K +25 +0.8%
NL
125
NWAM LLC
Washington
$549K +$32.8K +208 +7%