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iShares MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$1.25M +16,877 New
AIS
227
Accurate Investment Solutions
Pennsylvania
$1.11M +$893K +12,054 +211%
SFG
228
StrategIQ Financial Group
Indiana
$1.07M +$200K +2,702 +19%
HCMT
229
Highland Capital Management (Tennessee)
Tennessee
$1.06M -$122K -1,650 -9%
CPO
230
Cerity Partners OCIO
New York
$1.04M +$58.9K +795 +5%
MCIA
231
Mountain Capital Investment Advisors
Colorado
$1.04M +$1.16M +15,691 New
CI
232
Cambiar Investors
Colorado
$1.04M +$806K +10,882 +190%
SPIO
233
Seven Post Investment Office
California
$1.03M +$1.22M +16,521 New
TFS
234
TrustCore Financial Services
Tennessee
$1.02M +$295K +3,977 +32%
Nomura Asset Management
235
Nomura Asset Management
Japan
$1.01M -$2.35M -31,730 -66%
FLPIM
236
F.L. Putnam Investment Management
Massachusetts
$993K +$1.18M +15,866 New
JRP
237
Jasper Ridge Partners
California
$986K – – –
FT
238
Fiduciary Trust
Massachusetts
$979K +$55.6K +750 +5%
CAM
239
Concorde Asset Management
Michigan
$977K +$217K +2,924 +23%
SFWC
240
Strategic Family Wealth Counselors
New Jersey
$957K +$923K +12,467 +440%
ACS
241
Archford Capital Strategies
Illinois
$955K +$535K +7,225 +90%
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$927K +$339K +4,575 +42%
Wolverine Trading
243
Wolverine Trading
Illinois
$924K +$1.09M +14,664 New
HTC
244
Haverford Trust Company
Pennsylvania
$907K – – –
CWA
245
Clarus Wealth Advisors
Arizona
$896K -$128K -1,726 -10%
DJSG
246
D.J. St. Germain
Massachusetts
$889K – – –
SFC
247
SYM Financial Corp
Indiana
$886K +$118K +1,593 +13%
HA
248
HYA Advisors
Missouri
$858K +$139K +1,870 +16%
AL
249
Aspiriant LLC
California
$842K +$472K +6,374 +90%
IFAM
250
Institutional & Family Asset Management
Colorado
$838K – – –