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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
376
Empirical Wealth Management
Washington
$801K +$109K +947 +16%
PWLP
377
Prio Wealth Limited Partnership
Massachusetts
$792K – – –
AR
378
Apeiron RIA
Texas
$784K – – –
TF
379
Trek Financial
Arizona
$783K – – –
CIA
380
Capital Investment Advisors
Georgia
$778K -$10.3K -90 -1%
B
381
Bailard
California
$766K +$5.16K +45 +0.7%
ACA
382
Anchor Capital Advisors
Massachusetts
$764K – – –
SFFS
383
Stonehage Fleming Financial Services
Jersey
$749K – – –
HF
384
HRT Financial
New York
$749K +$190K +1,660 +36%
KAS
385
Kestra Advisory Services
Texas
$738K -$174K -1,515 -20%
SCM
386
SCS Capital Management
Massachusetts
$729K – – –
GS
387
GTS Securities
Florida
$726K +$318K +2,771 +84%
HCMT
388
Highland Capital Management (Tennessee)
Tennessee
$722K – – –
SW
389
Simplicity Wealth
New Jersey
$719K -$1.96M -17,108 -74%
NFG
390
Nations Financial Group
Iowa
$714K – – –
E3F
391
Eight 31 Financial
Texas
$706K +$53.7K +469 +9%
BA
392
Ballew Advisors
Mississippi
$704K – – –
JIC
393
Joel Isaacson & Co
New York
$697K – – –
LI
394
LRI Investments
Florida
$695K +$665K +5,801 New
SWP
395
Summit Wealth Partners
Florida
$686K +$71.3K +622 +12%
VA
396
Vident Advisory
Georgia
$684K -$16.8K -147 -3%
MG
397
Mather Group
Illinois
$684K -$185K -1,616 -22%
SFP
398
Strategic Financial Partners
Oregon
$681K -$5.73K -50 -0.9%
GF
399
Gries Financial
Ohio
$666K – – –
QWP
400
Quotient Wealth Partners
Texas
$664K -$64.2K -560 -9%
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16
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