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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
351
J.W. Cole Advisors
Florida
$526K – – –
NYLIM
352
New York Life Investment Management
New York
$510K +$1.47K +17 +0.3%
GG
353
Gofen & Glossberg
Illinois
$506K +$43.2K +500 +8%
MG
354
Mather Group
Illinois
$501K +$4.32K +50 +0.8%
SFP
355
Strategic Financial Partners
Oregon
$491K +$37.8K +438 +7%
SFFS
356
Stonehage Fleming Financial Services
Jersey
$487K +$348K +4,027 +180%
GWM
357
GDS Wealth Management
Texas
$482K – – –
SSWM
358
Sheets Smith Wealth Management
North Carolina
$479K -$21.5K -249 -4%
WA
359
Wealth Alliance
New York
$472K +$40K +463 +8%
DWM
360
Dakota Wealth Management
Florida
$468K -$285K -3,300 -35%
RK
361
Rather & Kittrell
Tennessee
$466K -$7.78K -90 -1%
TSS
362
Two Sigma Securities
New York
$465K +$65K +752 +14%
LJAC
363
L.J. Altfest & Co
New York
$457K – – –
IFS
364
Ifrah Financial Services
Arkansas
$457K +$1.99K +23 +0.4%
CAM
365
Cidel Asset Management
Ontario, Canada
$456K +$58.2K +674 +13%
ACA
366
Atlas Capital Advisors
Wyoming
$456K +$86.4K +1,000 +21%
NFG
367
Nations Financial Group
Iowa
$454K -$30.9K -358 -6%
JIC
368
Joel Isaacson & Co
New York
$454K – – –
PFA
369
Peak Financial Advisors
Colorado
$444K -$222K -2,571 -31%
ERWM
370
Elk River Wealth Management
Colorado
$440K – – –
RCG
371
Regatta Capital Group
California
$436K +$226K +2,619 +102%
D
372
Dentgroup
Louisiana
$435K +$127K +1,465 +35%
AWM
373
Aries Wealth Management
Maine
$433K +$85.6K +991 +23%
OBWP
374
O'Brien Wealth Partners
Massachusetts
$429K – – –
CPIG
375
Chicago Partners Investment Group
Illinois
$429K +$161K +1,868 +57%
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15
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