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iShares MSCI World ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
151
Impact Partnership Wealth
Georgia
$309K +$21.4K +135 +7%
Financial Engines Advisors
152
Financial Engines Advisors
California
$301K
ASN
153
Advisory Services Network
Georgia
$301K +$311K +1,963 New
AIA
154
Arbor Investment Advisors
North Carolina
$298K
SAM
155
Smartleaf Asset Management
Massachusetts
$285K -$29.4K -186 -9%
KAS
156
Kestra Advisory Services
Texas
$279K +$288K +1,819 New
Jones Financial Companies
157
Jones Financial Companies
Missouri
$277K +$98.3K +621 +52%
CCWM
158
Cassaday & Co Wealth Management
Virginia
$274K
WT
159
Whittier Trust
California
$272K
FPAS
160
Focus Partners Advisor Solutions
Missouri
$253K
BIG
161
Brookwood Investment Group
Arizona
$253K +$261K +1,650 New
SB
162
Strategic Blueprint
Georgia
$248K +$256K +1,618 New
HGWM
163
Horst & Graben Wealth Management
Oregon
$247K
GJIA
164
Glass Jacobson Investment Advisors
Maryland
$242K
IFG
165
Independent Financial Group
California
$242K
WFS
166
WealthGarden F.S.
California
$240K -$15.8K -100 -6%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$230K
CIA
168
Compass Ion Advisors
Pennsylvania
$229K +$237K +1,498 New
BPAMU
169
BTG Pactual Asset Management US
New York
$225K
JFG
170
JDM Financial Group
Texas
$223K
HIW
171
Holos Integrated Wealth
Pennsylvania
$220K -$6.33K -40 -3%
TSS
172
Two Sigma Securities
New York
$220K +$228K +1,438 New
SEIA
173
Signature Estate & Investment Advisors
California
$201K
MIFH
174
Migdal Insurance & Financial Holdings
Israel
$199K
JSAM
175
J. Safra Asset Management
New York
$195K