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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
326
Sowell Financial Services
Arkansas
$1.15M -$95.3K -996 -8%
KIA
327
KCM Investment Advisors
California
$1.14M – – –
JCM
328
Janney Capital Management
Pennsylvania
$1.13M +$1.06M +11,053 New
MBT
329
Montecito Bank & Trust
California
$1.12M -$14.3K -150 -1%
PAA
330
Peregrine Asset Advisers
Oregon
$1.1M -$670 -7 -0.1%
KJHP
331
K.J. Harrison & Partners
Ontario, Canada
$1.1M +$1.04M +10,844 New
CL
332
Choreo LLC
Illinois
$1.1M +$1.04M +10,843 New
ONB
333
Old National Bancorp
Indiana
$1.08M -$231K -2,413 -18%
BAM
334
Berkshire Asset Management
Pennsylvania
$1.07M – – –
LA
335
LVW Advisors
New York
$1.07M -$310K -3,241 -24%
HNWA
336
Henrickson Nauta Wealth Advisors
Michigan
$1.06M – – –
TI
337
Trexquant Investment
Connecticut
$1.06M +$380K +3,967 +62%
CWM
338
Cherrydale Wealth Management
New Jersey
$1.05M +$9.28K +97 +1%
SAS
339
Sage Advisory Services
Texas
$1.05M +$159K +1,665 +19%
FT
340
Fiduciary Trust
Massachusetts
$1.03M – – –
JFG
341
JMG Financial Group
Illinois
$1.02M – – –
SP
342
SIH Partners
Delaware
$999K +$939K +9,816 New
FCBT
343
First Citizens Bank & Trust
North Carolina
$996K -$3.25K -34 -0.3%
SP
344
Stonebrook Private
Michigan
$992K +$933K +9,749 New
CM
345
Columbus Macro
Pennsylvania
$983K -$274K -2,860 -23%
MWP
346
MYCIO Wealth Partners
Pennsylvania
$977K – – –
CI
347
Cambiar Investors
Colorado
$977K +$116K +1,208 +14%
WFA
348
Wellspring Financial Advisors
Ohio
$966K – – –
VFA
349
Valeo Financial Advisors
Indiana
$961K -$75.5K -789 -8%
ASFA
350
All Season Financial Advisors
Colorado
$957K +$899K +9,402 New
12 13
14
15 16