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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
401
Cape Ann Savings Bank
Massachusetts
$348K – – –
SPIA
402
Steward Partners Investment Advisory
New York
$348K – – –
D
403
Dentgroup
Louisiana
$347K +$728 +8 +0.2%
BRWA
404
B. Riley Wealth Advisors
Florida
$344K +$6.74K +74 +2%
SC
405
Solstein Capital
California
$341K -$2.73M -29,995 -88%
ACS
406
Archford Capital Strategies
Illinois
$340K – – –
BA
407
Bridge Advisory
California
$337K -$251K -2,760 -41%
WP
408
WealthSource Partners
California
$334K +$45.9K +504 +14%
ACA
409
Aptus Capital Advisors
Alabama
$332K +$270K +2,965 +299%
EVM
410
Eaton Vance Management
Massachusetts
$321K -$115K -1,263 -25%
EWM
411
Empirical Wealth Management
Washington
$319K +$90.3K +992 +35%
TCA
412
Transcend Capital Advisors
New Jersey
$319K +$346K +3,804 New
CWA
413
Clearview Wealth Advisors
Oregon
$313K +$3.28K +36 +1%
SI
414
Stephens Inc
Arkansas
$311K – – –
CDIA
415
Capital Directions Investment Advisors
Georgia
$305K – – –
CPIG
416
Chicago Partners Investment Group
Illinois
$297K +$1.36K +15 +0.5%
SFG
417
Summit Financial Group
West Virginia
$295K +$39.1K +430 +14%
HW
418
Hancock Whitney
Mississippi
$292K – – –
RBA
419
Richard Bernstein Advisors
New York
$290K -$414K -4,550 -57%
SWP
420
ShoreHaven Wealth Partners
New Jersey
$284K -$4.67M -51,290 -94%
KPW
421
Kore Private Wealth
New York
$282K – – –
CSPIA
422
Cary Street Partners Investment Advisory
Virginia
$281K +$304K +3,345 New
PF
423
Phoenix Financial
Israel
$279K +$1.09K +12 +0.4%
WAG
424
Winthrop Advisory Group
Massachusetts
$278K +$91 +1 +0%
BEC
425
Blue Edge Capital
Virginia
$275K -$97.7K -1,074 -25%
15 16
17
18 19