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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWA
276
Beacon Pointe Wealth Advisors
California
$373K +$360K +5,174 New
GFS
277
GYL Financial Synergies
Connecticut
$362K +$349K +5,023 New
SGCA
278
Steel Grove Capital Advisors
Tennessee
$361K -$9.05M -130,249 -96%
EVM
279
Eaton Vance Management
Massachusetts
$359K -$2.99K -43 -0.9%
NPF
280
Norris Perne & French
Michigan
$354K +$29.7K +427 +10%
3AM
281
3EDGE Asset Management
Florida
$349K -$39.5K -568 -11%
AWM
282
Avondale Wealth Management
Texas
$347K +$139 +2 +0%
CIA
283
Choate Investment Advisors
Massachusetts
$342K +$2.43K +35 +0.7%
VFA
284
Valeo Financial Advisors
Indiana
$342K +$90.9K +1,308 +38%
ASN
285
Advisory Services Network
Georgia
$341K -$312K -4,487 -49%
WPW
286
Waldron Private Wealth
Pennsylvania
$340K +$328K +4,718 New
BW
287
Biegel & Waller
Maryland
$338K +$95.4K +1,373 +41%
MC
288
Moors & Cabot
Massachusetts
$335K +$37.5K +539 +13%
BA
289
Ballew Advisors
Mississippi
$323K -$6.95K -100 -2%
RG
290
Rikoon Group
New Mexico
$319K – – –
HW
291
Hancock Whitney
Mississippi
$317K – – –
SFS
292
Sowell Financial Services
Arkansas
$317K +$305K +4,391 New
CPIG
293
Chicago Partners Investment Group
Illinois
$310K -$139K -2,003 -32%
GVAG
294
Great Valley Advisor Group
Delaware
$310K +$299K +4,303 New
WA
295
Waverly Advisors
Alabama
$302K +$291K +4,182 New
PC
296
Port Capital
Illinois
$289K -$69.5K -1,000 -20%
FF
297
Friedenthal Financial
New Jersey
$286K -$7.58K -109 -3%
BRC
298
Bell Rock Capital
Delaware
$286K +$48.6K +699 +21%
PFO
299
Pathstone Family Office
New Jersey
$285K +$270K +3,886 +9,964%
CI
300
Cambiar Investors
Colorado
$280K -$5.68M -81,699 -95%
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