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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
PBT
401
Pictet Bank & Trust
Bahamas
$214K +$206K +2,700 New
OIWM
402
OptiFour Integrated Wealth Management
Virginia
$211K +$204K +2,666 New
GC
403
Grimes & Company
Massachusetts
$208K -$28.9K -378 -13%
SCA
404
Spearhead Capital Advisors
Florida
$202K +$195K +2,552 New
TPCW
405
TD Private Client Wealth
New York
$163K +$157K +2,057 New
IA
406
IFP Advisors
Florida
$162K +$62.2K +813 +66%
SPIA
407
Steward Partners Investment Advisory
New York
$158K +$15.3K +200 +11%
SQA
408
Simon Quick Advisors
New Jersey
$154K +$1.68K +22 +1%
SF
409
Synovus Financial
Georgia
$148K +$13.6K +178 +11%
MCM
410
MV Capital Management
Maryland
$142K – – –
CFN
411
Cordasco Financial Network
Florida
$136K – – –
RWA
412
Ropes Wealth Advisors
Massachusetts
$134K +$46.4K +607 +56%
HIM
413
HawsGoodwin Investment Management
Tennessee
$116K +$112K +1,466 New
WA
414
WestEnd Advisors
North Carolina
$109K +$18.5K +242 +21%
TL
415
TrueWealth LLC
Georgia
$105K +$994 +13 +1%
TIM
416
Tortoise Investment Management
New York
$80K -$13K -170 -14%
CBT
417
Capital Bank & Trust
California
$79K – – –
HNB
418
Huntington National Bank
Ohio
$79K – – –
VNA
419
Valley National Advisers
Pennsylvania
$63K – – –
LDFR
420
Lehman & Derafelo Financial Resources
Pennsylvania
$61K – – –
HWM
421
HighMark Wealth Management
Minnesota
$60K +$58.6K +767 New
APWM
422
Atlas Private Wealth Management
New York
$59K +$57.3K +749 New
LFASL
423
Lugano Financial Advisors SA (LFA)
Switzerland
$55K +$53.5K +700 New
CB
424
CNB Bank
Pennsylvania
$53K – – –
TF
425
TimeScale Financial
Massachusetts
$53K +$3.29K +43 +7%
15 16
17
18 19