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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
401
Clarkston Capital Partners
Michigan
$365K – – –
CDIA
402
Capital Directions Investment Advisors
Georgia
$363K – – –
SC
403
Sepio Capital
Utah
$357K +$356K +3,577 New
HW
404
Hancock Whitney
Mississippi
$348K – – –
WP
405
WealthSource Partners
California
$347K +$1.79K +18 +0.5%
OPS
406
Orion Portfolio Solutions
Nebraska
$341K -$6.97K -70 -2%
KPW
407
Kore Private Wealth
New York
$336K -$4.46M -44,732 -93%
PF
408
Phoenix Financial
Israel
$331K -$26.3K -264 -7%
WAG
409
Winthrop Advisory Group
Massachusetts
$330K +$2.79K +28 +0.9%
HPA
410
High Probability Advisors
New York
$325K – – –
AC
411
AWM Capital
Arizona
$318K +$317K +3,183 New
BFPW
412
BOK Financial Private Wealth
Colorado
$315K – – –
RPC
413
Rossmore Private Capital
Connecticut
$312K – – –
FF
414
Friedenthal Financial
New Jersey
$312K +$9.46K +95 +3%
BCP
415
Blue Chip Partners
Michigan
$310K +$6.28K +63 +2%
HIM
416
Hanlon Investment Management
New Jersey
$309K -$7.87K -79 -2%
AT
417
Arden Trust
Delaware
$309K – – –
SFG
418
Summit Financial Group
West Virginia
$308K +$91.2K +915 +42%
BWM
419
BlackDiamond Wealth Management
New York
$305K +$304K +3,054 New
RIA
420
Regal Investment Advisors
Michigan
$304K +$100 +1 +0%
AC
421
Anson Capital
Georgia
$304K +$16.8K +169 +6%
PG
422
Patten Group
Tennessee
$304K +$304K +3,050 New
CCB
423
Country Club Bank
Missouri
$303K +$297K +2,985 New
OHWP
424
Oak Harbor Wealth Partners
North Carolina
$299K – – –
SWP
425
Stratos Wealth Partners
Ohio
$297K +$100 +1 +0%
15 16
17
18 19