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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
401
Joel Isaacson & Co
New York
$806K – – –
CPIG
402
Chicago Partners Investment Group
Illinois
$796K – – –
BPAMU
403
BTG Pactual Asset Management US
New York
$796K +$788K +5,930 New
BA
404
Bellwether Advisors
Nebraska
$790K +$25.5K +192 +3%
GF
405
Gries Financial
Ohio
$789K +$17.8K +134 +2%
SCA
406
Snowden Capital Advisors
New York
$789K +$26.6K +200 +4%
SOS
407
Silver Oak Securities
Tennessee
$784K -$10.4K -78 -1%
SFP
408
Strategic Financial Partners
Oregon
$777K – – –
CIA
409
Capital Investment Advisors
Georgia
$768K -$60.7K -457 -8%
E3F
410
Eight 31 Financial
Texas
$763K +$398 +3 +0.1%
FA
411
Fiducient Advisors
Illinois
$761K -$17.9K -135 -2%
MMA
412
Miracle Mile Advisors
California
$760K +$730K +5,497 New
ACA
413
Anchor Capital Advisors
Massachusetts
$757K -$10.5K -79 -1%
EWA
414
Evolution Wealth Advisors
Florida
$753K – – –
PWW
415
Pettyjohn Wood & White
Virginia
$749K +$1.99K +15 +0.3%
AWA
416
Aaron Wealth Advisors
Illinois
$742K – – –
VAG
417
VisionPoint Advisory Group
Texas
$731K +$702K +5,286 New
AC
418
Annandale Capital
Texas
$720K – – –
CCP
419
Cassia Capital Partners
North Carolina
$720K +$337K +2,536 +95%
DIA
420
Dana Investment Advisors
Wisconsin
$720K -$16.2K -122 -2%
SWP
421
Summit Wealth Partners
Florida
$707K – – –
HHGA
422
Halbert Hargrove Global Advisors
California
$705K +$678K +5,103 New
BL
423
Balentine LLC
Georgia
$695K -$99.6K -750 -13%
GWM
424
GDS Wealth Management
Texas
$693K -$1.99K -15 -0.3%
HCMT
425
Highland Capital Management (Tennessee)
Tennessee
$676K – – –
15 16
17
18 19