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iShares MSCI World ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
201
Principal Securities
Iowa
$251K +$41.6K +226 +20%
Corient Private Wealth
202
Corient Private Wealth
Florida
$242K – – –
AL
203
Aspiriant LLC
California
$241K +$239K +1,297 New
HIW
204
Holos Integrated Wealth
Pennsylvania
$239K -$368 -2 -0.2%
JSAM
205
J. Safra Asset Management
New York
$237K – – –
DA
206
Dash Acquisitions
California
$227K -$2.27M -12,326 -91%
Russell Investments Group
207
Russell Investments Group
United Kingdom
$224K -$118K -644 -35%
SA
208
Sovran Advisors
California
$220K +$213K +1,160 New
AFG
209
Allegheny Financial Group
Pennsylvania
$214K – – –
CIA
210
Compass Ion Advisors
Pennsylvania
$213K +$552 +3 +0.3%
Citigroup
211
Citigroup
New York
$201K +$53.9K +293 +37%
Financial Engines Advisors
212
Financial Engines Advisors
California
$201K -$31.3K -170 -14%
AC
213
AlphaCore Capital
California
$200K +$135K +736 +217%
FWP
214
FAS Wealth Partners
Kansas
$198K +$1.47K +8 +0.8%
GWM
215
Geneos Wealth Management
Colorado
$188K +$368 +2 +0.2%
JEST
216
JTC Employer Solutions Trustee
Jersey
$163K – – –
Simplex Trading
217
Simplex Trading
Illinois
$137K +$69.2K +376 +103%
GWP
218
Gen-Wealth Partners
Michigan
$115K – – –
CF
219
Centaurus Financial
California
$114K -$3.68K -20 -3%
MCM
220
MAI Capital Management
Ohio
$113K +$61.4K +334 +121%
WP
221
WealthShield Partners
North Carolina
$111K – – –
LFASL
222
Lugano Financial Advisors SA (LFA)
Switzerland
$111K – – –
AWM
223
Activest Wealth Management
Florida
$83K +$736 +4 +0.9%
CMBA
224
C.M. Bidwell & Associates
Hawaii
$81.6K +$552 +3 +0.7%
FFA
225
Farther Finance Advisors
California
$79.5K +$78.7K +428 New