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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
401
Capital Directions Investment Advisors
Georgia
$363K – – –
SC
402
Sepio Capital
Utah
$357K +$356K +3,577 New
HW
403
Hancock Whitney
Mississippi
$348K – – –
WP
404
WealthSource Partners
California
$347K +$1.79K +18 +0.5%
OPS
405
Orion Portfolio Solutions
Nebraska
$341K -$6.97K -70 -2%
KPW
406
Kore Private Wealth
New York
$336K -$4.46M -44,732 -93%
PF
407
Phoenix Financial
Israel
$331K -$26.3K -264 -7%
WAG
408
Winthrop Advisory Group
Massachusetts
$330K +$2.79K +28 +0.9%
HPA
409
High Probability Advisors
New York
$325K – – –
AC
410
AWM Capital
Arizona
$318K +$317K +3,183 New
BFPW
411
BOK Financial Private Wealth
Colorado
$315K – – –
RPC
412
Rossmore Private Capital
Connecticut
$312K – – –
FF
413
Friedenthal Financial
New Jersey
$312K +$9.46K +95 +3%
BCP
414
Blue Chip Partners
Michigan
$310K +$6.28K +63 +2%
HIM
415
Hanlon Investment Management
New Jersey
$309K -$7.87K -79 -2%
AT
416
Arden Trust
Delaware
$309K – – –
SFG
417
Summit Financial Group
West Virginia
$308K +$91.2K +915 +42%
BWM
418
BlackDiamond Wealth Management
New York
$305K +$304K +3,054 New
RIA
419
Regal Investment Advisors
Michigan
$304K +$100 +1 +0%
AC
420
Anson Capital
Georgia
$304K +$16.8K +169 +6%
PG
421
Patten Group
Tennessee
$304K +$304K +3,050 New
CCB
422
Country Club Bank
Missouri
$303K +$297K +2,985 New
OHWP
423
Oak Harbor Wealth Partners
North Carolina
$299K – – –
SWP
424
Stratos Wealth Partners
Ohio
$297K +$100 +1 +0%
RTS
425
Round Table Services
New Jersey
$296K -$441K -4,424 -60%
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17
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