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iShares MSCI World ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
MidAtlantic Capital Management
Virginia
$374K -$10.9K -55 -3%
BI
177
BFI Infinity
Switzerland
$363K – – –
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$362K +$350K +1,771 New
SFC
179
SYM Financial Corp
Indiana
$360K -$1.05M -5,291 -75%
Bank of New York Mellon
180
Bank of New York Mellon
New York
$358K -$99.7K -504 -22%
UWS
181
Unique Wealth Strategies
Illinois
$355K – – –
LA
182
LM Advisors
California
$354K +$290K +1,468 +528%
SA
183
Sovran Advisors
California
$350K +$60.5K +306 +21%
WT
184
Whittier Trust
California
$350K – – –
IA
185
IFG Advisory
Georgia
$349K +$340K +1,721 New
SF
186
Summit Financial
New Jersey
$346K +$49.3K +249 +17%
JWCA
187
J.W. Cole Advisors
Florida
$344K +$336K +1,698 New
KNW
188
Kesler Norman & Wride
Utah
$342K +$334K +1,686 New
Truist Financial
189
Truist Financial
North Carolina
$339K -$200K -1,013 -38%
AI
190
Atria Investments
North Carolina
$338K +$330K +1,668 New
WFS
191
WealthGarden F.S.
California
$336K -$396 -2 -0.1%
EWA
192
EP Wealth Advisors
California
$333K -$2.18K -11 -0.7%
HGWM
193
Horst & Graben Wealth Management
Oregon
$326K – – –
IFG
194
Independent Financial Group
California
$322K – – –
SI
195
Seeds Investor
New York
$319K -$27.9K -141 -8%
EPW
196
Elevated Private Wealth
Wisconsin
$315K +$307K +1,553 New
MG
197
Montaka Global
$314K -$15.8K -80 -5%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$304K – – –
JFG
199
JDM Financial Group
Texas
$295K – – –
YLHM
200
Yelin Lapidot Holdings Management
Israel
$291K +$284K +1,436 New