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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
QS
401
Quantitative Strategies
California
$618K -$23.9K -250 -4%
HCMT
402
Highland Capital Management (Tennessee)
Tennessee
$615K – – –
PG
403
Patten Group
Tennessee
$611K +$189K +1,971 +49%
SC
404
Savant Capital
Illinois
$609K +$6.6K +69 +1%
NFG
405
Nations Financial Group
Iowa
$604K +$3.35K +35 +0.6%
VA
406
Vident Advisory
Georgia
$597K -$35.6K -372 -6%
JIC
407
Joel Isaacson & Co
New York
$593K – – –
BA
408
Ballew Advisors
Mississippi
$592K – – –
SFP
409
Strategic Financial Partners
Oregon
$585K – – –
EP
410
Edgestream Partners
New Jersey
$580K -$272K -2,847 -33%
RWM
411
Raffa Wealth Management
District of Columbia
$574K – – –
EWM
412
Empirical Wealth Management
Washington
$573K +$71.4K +746 +15%
MFG
413
Magnus Financial Group
New York
$561K +$31.4K +328 +6%
BPA
414
Beacon Pointe Advisors
California
$557K -$238K -2,483 -31%
IFS
415
Ifrah Financial Services
Arkansas
$556K -$25.8K -270 -5%
ACA
416
Atlas Capital Advisors
Wyoming
$555K -$48.8K -510 -9%
LJAC
417
L.J. Altfest & Co
New York
$555K +$765 +8 +0.1%
FCAM
418
First Citizens Asset Management
North Carolina
$553K -$150K -1,570 -22%
EWA
419
Evolution Wealth Advisors
Florida
$552K – – –
GWM
420
GDS Wealth Management
Texas
$551K -$12K -125 -2%
AWA
421
Aaron Wealth Advisors
Illinois
$546K – – –
ACM
422
AlphaStar Capital Management
North Carolina
$545K +$63.6K +665 +14%
BCI
423
Brinker Capital Investments
Pennsylvania
$539K -$319K -3,335 -39%
OPS
424
Orion Portfolio Solutions
Nebraska
$539K -$319K -3,335 -39%
PWM
425
Perigon Wealth Management
California
$531K -$47.6K -498 -9%
15 16
17
18 19