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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
401
Northwest Wealth Management
Iowa
$354K -$12.5K -137 -3%
AWM
402
Axxcess Wealth Management
California
$352K +$140K +1,538 +58%
CG
403
Colony Group
Massachusetts
$349K +$43.1K +474 +13%
CASB
404
Cape Ann Savings Bank
Massachusetts
$348K – – –
SPIA
405
Steward Partners Investment Advisory
New York
$348K – – –
D
406
Dentgroup
Louisiana
$347K +$728 +8 +0.2%
BRWA
407
B. Riley Wealth Advisors
Florida
$344K +$6.74K +74 +2%
SC
408
Solstein Capital
California
$341K -$2.73M -29,995 -88%
ACS
409
Archford Capital Strategies
Illinois
$340K – – –
BA
410
Bridge Advisory
California
$337K -$251K -2,760 -41%
WP
411
WealthSource Partners
California
$334K +$45.9K +504 +14%
ACA
412
Aptus Capital Advisors
Alabama
$332K +$270K +2,965 +299%
EVM
413
Eaton Vance Management
Massachusetts
$321K -$115K -1,263 -25%
EWM
414
Empirical Wealth Management
Washington
$319K +$90.3K +992 +35%
TCA
415
Transcend Capital Advisors
New Jersey
$319K +$346K +3,804 New
CWA
416
Clearview Wealth Advisors
Oregon
$313K +$3.28K +36 +1%
SI
417
Stephens Inc
Arkansas
$311K – – –
CDIA
418
Capital Directions Investment Advisors
Georgia
$305K – – –
CPIG
419
Chicago Partners Investment Group
Illinois
$297K +$1.36K +15 +0.5%
SFG
420
Summit Financial Group
West Virginia
$295K +$39.1K +430 +14%
HW
421
Hancock Whitney
Mississippi
$292K – – –
RBA
422
Richard Bernstein Advisors
New York
$290K -$414K -4,550 -57%
SWP
423
ShoreHaven Wealth Partners
New Jersey
$284K -$4.67M -51,290 -94%
KPW
424
Kore Private Wealth
New York
$282K – – –
CSPIA
425
Cary Street Partners Investment Advisory
Virginia
$281K +$304K +3,345 New
15 16
17
18 19