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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
301
Berkshire Asset Management
Pennsylvania
$1.01M – – –
FEM
302
Fulcrum Equity Management
Texas
$1.01M +$262K +2,818 +37%
SOS
303
Silver Oak Securities
Tennessee
$1.01M -$530K -5,713 -35%
GFG
304
Greystone Financial Group
Michigan
$1,000K +$28K +302 +3%
AAS
305
Ameritas Advisory Services
Nebraska
$996K -$838K -9,026 -46%
RVPG
306
Relative Value Partners Group
$991K +$1.11K +12 +0.1%
CWM
307
Cherrydale Wealth Management
New Jersey
$978K +$9.47K +102 +1%
FT
308
Fiduciary Trust
Massachusetts
$972K +$5.47K +59 +0.6%
JFG
309
JMG Financial Group
Illinois
$959K – – –
GRP
310
Global Retirement Partners
California
$947K -$98.2K -1,058 -10%
AT
311
American Trust
Kentucky
$922K +$28.6K +308 +3%
MWP
312
MYCIO Wealth Partners
Pennsylvania
$921K – – –
SFWC
313
Strategic Family Wealth Counselors
New Jersey
$912K -$120K -1,292 -12%
WFA
314
Wellspring Financial Advisors
Ohio
$911K – – –
NRC
315
New Republic Capital
North Carolina
$909K -$4.08K -44 -0.5%
NAM
316
NTV Asset Management
West Virginia
$897K -$104K -1,125 -11%
SPC
317
Sigma Planning Corp
Michigan
$889K -$236K -2,538 -22%
LNWWM
318
Laird Norton Wetherby Wealth Management
California
$868K +$5.1K +55 +0.6%
MIFH
319
Migdal Insurance & Financial Holdings
Israel
$860K -$348K -3,750 -29%
CIA
320
Capital Investment Advisors
Georgia
$859K +$3.06K +33 +0.4%
BCI
321
Brinker Capital Investments
Pennsylvania
$837K -$21.7K -234 -3%
OPS
322
Orion Portfolio Solutions
Nebraska
$837K -$21.7K -234 -3%
SAS
323
Sage Advisory Services
Texas
$828K – – –
RWA
324
Ropes Wealth Advisors
Massachusetts
$819K -$1.11K -12 -0.1%
BCM
325
Brookstone Capital Management
Illinois
$812K -$30.9K -333 -4%
11 12
13
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