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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
301
Avondale Wealth Management
Texas
$327K -$28.2K -386 -8%
RG
302
Rikoon Group
New Mexico
$326K – – –
HW
303
Hancock Whitney
Mississippi
$321K -$3.65K -50 -1%
GVAG
304
Great Valley Advisor Group
Delaware
$317K – – –
CPIG
305
Chicago Partners Investment Group
Illinois
$311K – – –
WA
306
Waverly Advisors
Alabama
$308K – – –
IP
307
Intellectus Partners
California
$306K +$303K +4,157 New
BFA
308
Beaumont Financial Advisors
Massachusetts
$305K +$302K +4,135 New
SS
309
Simplicity Solutions
Minnesota
$298K +$295K +4,043 New
FF
310
Friedenthal Financial
New Jersey
$286K -$5.76K -79 -2%
WA
311
Wealth Architects
California
$279K +$5.98K +82 +2%
CDIA
312
Capital Directions Investment Advisors
Georgia
$268K – – –
ICM
313
Intrepid Capital Management
Florida
$266K +$263K +3,609 New
RSWM
314
Robertson Stephens Wealth Management
California
$264K +$3.21K +44 +1%
VHAM
315
Van Hulzen Asset Management
California
$255K +$253K +3,465 New
BWL
316
Bogart Wealth LLC
Virginia
$254K -$292 -4 -0.1%
BA
317
Ballew Advisors
Mississippi
$247K -$78K -1,069 -25%
RPG
318
Resource Planning Group
Georgia
$239K +$1.6K +22 +0.7%
BW
319
Bison Wealth
Georgia
$235K – – –
GC
320
Grimes & Company
Massachusetts
$232K +$229K +3,142 New
SG
321
StoneX Group
New York
$232K +$230K +3,151 New
SSWM
322
Sheets Smith Wealth Management
North Carolina
$229K -$7.66K -105 -3%
CCT
323
Country Club Trust
Missouri
$226K -$303K -4,160 -58%
NFC
324
Northeast Financial Consultants
Connecticut
$226K +$2.63K +36 +1%
MWM
325
Modera Wealth Management
New Jersey
$221K – – –
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