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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
351
Fieldpoint Private Securities
Connecticut
$578K – – –
SFP
352
Strategic Financial Partners
Oregon
$577K – – –
RA
353
RFG Advisory
Alabama
$575K -$17.1K -172 -3%
JIC
354
Joel Isaacson & Co
New York
$565K -$79.7K -800 -12%
NGA
355
Naples Global Advisors
Florida
$565K – – –
ERWM
356
Elk River Wealth Management
Colorado
$564K -$98.6K -990 -15%
ACA
357
Atlas Capital Advisors
Wyoming
$557K +$29.9K +300 +6%
RK
358
Rather & Kittrell
Tennessee
$553K -$1.89K -19 -0.3%
ECG
359
Edge Capital Group
Georgia
$551K -$736K -7,391 -57%
BAMG
360
Brand Asset Management Group
Missouri
$548K +$15.9K +160 +3%
AGA
361
Accuvest Global Advisors
Utah
$539K – – –
RC
362
Rovin Capital
Arizona
$539K – – –
5L
363
55I LLC
Massachusetts
$538K -$156K -1,564 -22%
RWA
364
Ropes Wealth Advisors
Massachusetts
$529K +$52.1K +523 +11%
DCM
365
Disciplina Capital Management
Tennessee
$527K +$82.2K +825 +19%
FLPIM
366
F.L. Putnam Investment Management
Massachusetts
$522K -$74.2K -745 -12%
GC
367
Garde Capital
Washington
$521K +$299 +3 +0.1%
CWM
368
Circle Wealth Management
New Jersey
$520K +$100 +1 +0%
CAM
369
Cidel Asset Management
Ontario, Canada
$518K -$110K -1,100 -17%
EVM
370
Eaton Vance Management
Massachusetts
$507K – – –
CWM
371
CCG Wealth Management
California
$507K +$506K +5,080 New
C1AG
372
Client 1st Advisory Group
Florida
$506K – – –
BFG
373
Barber Financial Group
Kansas
$504K -$130K -1,302 -20%
RCG
374
Regatta Capital Group
California
$503K -$16.8K -169 -3%
SG
375
StoneX Group
New York
$476K +$251K +2,515 +112%
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