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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
376
Intrepid Capital Management
Florida
$286K – – –
CPIG
377
Chicago Partners Investment Group
Illinois
$285K +$50K +654 +23%
BRC
378
Bell Rock Capital
Delaware
$279K -$89.8K -1,174 -25%
CFA
379
Carroll Financial Associates
North Carolina
$277K -$1.13M -14,815 -81%
BA
380
Ballew Advisors
Mississippi
$271K -$76 -1 -0%
GC
381
Gratus Capital
Georgia
$264K – – –
BWL
382
Bogart Wealth LLC
Virginia
$260K +$26.7K +349 +12%
AIM
383
Alhambra Investment Management
Florida
$252K +$243K +3,181 New
WA
384
Wealth Architects
California
$248K -$5.28K -69 -2%
CCT
385
Country Club Trust
Missouri
$243K – – –
FNC
386
First National Corp
Massachusetts
$233K -$2.22K -29 -1%
BDWM
387
Brewin Dolphin Wealth Management
Ireland
$231K – – –
AIA
388
Arbor Investment Advisors
North Carolina
$230K +$222K +2,907 New
AWE
389
Avidian Wealth Enterprises
Texas
$229K +$221K +2,894 New
SAM
390
Sequent Asset Management
Texas
$228K -$582K -7,618 -73%
AWM
391
Aprio Wealth Management
Georgia
$228K +$220K +2,876 New
CCM
392
Coldstream Capital Management
Washington
$226K – – –
MCM
393
MAI Capital Management
Ohio
$225K +$1.45K +19 +0.7%
SFWC
394
Strategic Family Wealth Counselors
New Jersey
$224K +$216K +2,831 New
SSWM
395
Sheets Smith Wealth Management
North Carolina
$223K +$5.96K +78 +3%
HB
396
Homrich & Berg
Georgia
$223K +$215K +2,818 New
MCM
397
Manchester Capital Management
Vermont
$222K – – –
SWP
398
Stratos Wealth Partners
Ohio
$222K +$1.45K +19 +0.7%
NFC
399
Northeast Financial Consultants
Connecticut
$217K -$17.4K -228 -8%
RPG
400
Resource Planning Group
Georgia
$217K +$209K +2,739 New
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