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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
401
Beacon Pointe Advisors
California
$326K -$11.6K -134 -3%
NWM
402
Northwest Wealth Management
Iowa
$326K -$2.68K -31 -0.7%
CASB
403
Cape Ann Savings Bank
Massachusetts
$323K – – –
WP
404
WealthSource Partners
California
$319K +$10K +116 +3%
VFO
405
Virtus Family Office
Texas
$318K +$352K +4,080 New
ACS
406
Archford Capital Strategies
Illinois
$316K – – –
BAMG
407
Brand Asset Management Group
Missouri
$303K -$39.4K -456 -10%
EWM
408
Empirical Wealth Management
Washington
$298K +$2.16K +25 +0.7%
CWA
409
Clearview Wealth Advisors
Oregon
$291K – – –
SI
410
Stephens Inc
Arkansas
$289K – – –
SOS
411
Silver Oak Securities
Tennessee
$286K -$560K -6,488 -68%
EVM
412
Eaton Vance Management
Massachusetts
$284K -$15.3K -177 -5%
CDIA
413
Capital Directions Investment Advisors
Georgia
$283K -$314K -3,636 Closed
GCA
414
Greenwood Capital Associates
South Carolina
$277K +$307K +3,557 New
HW
415
Hancock Whitney
Mississippi
$271K – – –
CI
416
Cambiar Investors
Colorado
$265K -$525K -6,080 -64%
AT
417
Arden Trust
Delaware
$264K +$10K +116 +4%
NAM
418
NTV Asset Management
West Virginia
$261K +$290K +3,352 New
GC
419
Garde Capital
Washington
$260K -$162K -1,878 -36%
KPW
420
Kore Private Wealth
New York
$260K -$1.81K -21 -0.6%
CSPIA
421
Cary Street Partners Investment Advisory
Virginia
$260K +$86 +1 +0%
WAG
422
Winthrop Advisory Group
Massachusetts
$257K -$1.38K -16 -0.5%
SC
423
Solstein Capital
California
$254K -$68.9K -797 -20%
HPA
424
High Probability Advisors
New York
$253K – – –
UB
425
UMB Bank
Missouri
$249K – – –
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17
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