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iShares MSCI World ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
176
BFI Infinity
Switzerland
$363K
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$362K +$350K +1,771 New
SFC
178
SYM Financial Corp
Indiana
$360K -$1.05M -5,291 -75%
Bank of New York Mellon
179
Bank of New York Mellon
New York
$358K -$99.7K -504 -22%
UWS
180
Unique Wealth Strategies
Illinois
$355K
LA
181
LM Advisors
California
$354K +$290K +1,468 +528%
SA
182
Sovran Advisors
California
$350K +$60.5K +306 +21%
WT
183
Whittier Trust
California
$350K
IA
184
IFG Advisory
Georgia
$349K +$340K +1,721 New
SF
185
Summit Financial
New Jersey
$346K +$49.3K +249 +17%
JWCA
186
J.W. Cole Advisors
Florida
$344K +$336K +1,698 New
KNW
187
Kesler Norman & Wride
Utah
$342K +$334K +1,686 New
Truist Financial
188
Truist Financial
North Carolina
$339K -$200K -1,013 -38%
AI
189
Atria Investments
North Carolina
$338K +$330K +1,668 New
WFS
190
WealthGarden F.S.
California
$336K -$396 -2 -0.1%
EWA
191
EP Wealth Advisors
California
$333K -$2.18K -11 -0.7%
HGWM
192
Horst & Graben Wealth Management
Oregon
$326K
IFG
193
Independent Financial Group
California
$322K
SI
194
Seeds Investor
New York
$319K -$27.9K -141 -8%
EPW
195
Elevated Private Wealth
Wisconsin
$315K +$307K +1,553 New
MG
196
Montaka Global
$314K -$15.8K -80 -5%
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$304K
JFG
198
JDM Financial Group
Texas
$295K
YLHM
199
Yelin Lapidot Holdings Management
Israel
$291K +$284K +1,436 New
SEIA
200
Signature Estate & Investment Advisors
California
$289K +$42.9K +217 +18%