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iShares MSCI World ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
151
Ausdal Financial Partners
Iowa
$585K +$44.7K +226 +8%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$565K +$74.6K +377 +16%
MWM
153
Mission Wealth Management
California
$563K +$27.1K +137 +5%
M&T Bank
154
M&T Bank
New York
$557K – – –
CPIG
155
Chicago Partners Investment Group
Illinois
$542K -$41.3K -209 -7%
SG Americas Securities
156
SG Americas Securities
New York
$532K – – –
MSAGDF
157
Moneda SA Administradora General de Fondos
Chile
$523K +$510K +2,579 New
PWM
158
Perigon Wealth Management
California
$520K +$396 +2 +0.1%
BWM
159
BlackDiamond Wealth Management
New York
$511K +$102K +516 +27%
AFO
160
Allie Family Office
Florida
$502K – – –
IC
161
IEQ Capital
California
$479K – – –
RCAG
162
Rehmann Capital Advisory Group
Michigan
$472K – – –
IAIM
163
International Assets Investment Management
Florida
$469K +$459K +2,320 New
SG
164
StoneX Group
New York
$460K -$1.58K -8 -0.4%
WAU
165
Wellington-Altus USA
Manitoba, Canada
$451K +$5.34K +27 +1%
P
166
&Partners
Tennessee
$447K +$129K +652 +41%
FFA
167
Farther Finance Advisors
California
$442K -$9.3K -47 -2%
AIA
168
Arbor Investment Advisors
North Carolina
$435K -$65.5K -331 -13%
BFA
169
Beaumont Financial Advisors
Massachusetts
$419K – – –
AF
170
Allworth Financial
California
$414K +$1.58K +8 +0.4%
AIS
171
Advocate Investing Services
Maryland
$397K – – –
GSC
172
Ground Swell Capital
South Carolina
$390K +$381K +1,925 New
NWP
173
Noble Wealth Partners
Colorado
$382K +$373K +1,887 New
CCWM
174
Cassaday & Co Wealth Management
Virginia
$380K – – –
SAM
175
Smartleaf Asset Management
Massachusetts
$377K – – –