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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
351
L.J. Altfest & Co
New York
$584K +$598 +6 +0.1%
FPS
352
Fieldpoint Private Securities
Connecticut
$578K – – –
SFP
353
Strategic Financial Partners
Oregon
$577K – – –
RA
354
RFG Advisory
Alabama
$575K -$17.1K -172 -3%
JIC
355
Joel Isaacson & Co
New York
$565K -$79.7K -800 -12%
NGA
356
Naples Global Advisors
Florida
$565K – – –
ERWM
357
Elk River Wealth Management
Colorado
$564K -$98.6K -990 -15%
ACA
358
Atlas Capital Advisors
Wyoming
$557K +$29.9K +300 +6%
RK
359
Rather & Kittrell
Tennessee
$553K -$1.89K -19 -0.3%
ECG
360
Edge Capital Group
Georgia
$551K -$736K -7,391 -57%
BAMG
361
Brand Asset Management Group
Missouri
$548K +$15.9K +160 +3%
AGA
362
Accuvest Global Advisors
Utah
$539K – – –
RC
363
Rovin Capital
Arizona
$539K – – –
5L
364
55I LLC
Massachusetts
$538K -$156K -1,564 -22%
RWA
365
Ropes Wealth Advisors
Massachusetts
$529K +$52.1K +523 +11%
DCM
366
Disciplina Capital Management
Tennessee
$527K +$82.2K +825 +19%
FLPIM
367
F.L. Putnam Investment Management
Massachusetts
$522K -$74.2K -745 -12%
GC
368
Garde Capital
Washington
$521K +$299 +3 +0.1%
CWM
369
Circle Wealth Management
New Jersey
$520K +$100 +1 +0%
CAM
370
Cidel Asset Management
Ontario, Canada
$518K -$110K -1,100 -17%
EVM
371
Eaton Vance Management
Massachusetts
$507K – – –
CWM
372
CCG Wealth Management
California
$507K +$506K +5,080 New
C1AG
373
Client 1st Advisory Group
Florida
$506K – – –
BFG
374
Barber Financial Group
Kansas
$504K -$130K -1,302 -20%
RCG
375
Regatta Capital Group
California
$503K -$16.8K -169 -3%
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15
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