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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
326
Sigma Planning Corp
Michigan
$723K -$561K -5,629 -44%
DWM
327
Dakota Wealth Management
Florida
$720K +$27.9K +280 +4%
CWR
328
Chico Wealth RIA
California
$716K +$715K +7,176 New
SWP
329
Summit Wealth Partners
Florida
$713K +$242K +2,426 +51%
CMP
330
Courage Miller Partners
Virginia
$708K – – –
WA
331
Wealth Architects
California
$703K -$7.67K -77 -1%
DJSG
332
D.J. St. Germain
Massachusetts
$699K -$702K -7,050 -50%
GG
333
Gofen & Glossberg
Illinois
$698K – – –
PWLP
334
Prio Wealth Limited Partnership
Massachusetts
$694K – – –
GA
335
GFS Advisors
Texas
$692K +$691K +6,940 New
JWCA
336
J.W. Cole Advisors
Florida
$683K +$100 +1 +0%
JWS
337
Juncture Wealth Strategies
Arizona
$677K -$690K -6,922 -51%
KAH
338
Kathryn A. Hall
$677K – – –
BA
339
Bridge Advisory
California
$677K +$300K +3,010 +80%
CFGS
340
Concourse Financial Group Securities
Alabama
$663K +$18.7K +188 +3%
SSWM
341
Sheets Smith Wealth Management
North Carolina
$650K +$37.3K +374 +6%
KFGK
342
Keystone Financial Group (Kentucky)
Kentucky
$641K – – –
MG
343
Mather Group
Illinois
$638K -$168K -1,682 -21%
HWM
344
Hemington Wealth Management
Virginia
$628K +$33.3K +334 +6%
OBWP
345
O'Brien Wealth Partners
Massachusetts
$617K -$189K -1,894 -21%
NFG
346
Nations Financial Group
Iowa
$615K +$199 +2 +0%
MFG
347
Magnus Financial Group
New York
$606K +$605K +6,075 New
GWM
348
GDS Wealth Management
Texas
$601K -$1.69K -17 -0.3%
IFS
349
Ifrah Financial Services
Arkansas
$590K +$4.48K +45 +0.8%
LJAC
350
L.J. Altfest & Co
New York
$584K +$598 +6 +0.1%
12 13
14
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