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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
426
Fiduciary Planning
Florida
$192K – – –
CFGS
427
Concourse Financial Group Securities
Alabama
$192K +$189K +2,013 New
CFA
428
Carroll Financial Associates
North Carolina
$178K -$828K -8,813 -82%
MCM
429
MV Capital Management
Maryland
$171K – – –
SQA
430
Simon Quick Advisors
New Jersey
$150K +$149K +1,586 New
RE
431
RBC Europe
United Kingdom
$147K -$94K -1,000 -39%
HS
432
Horan Securities
United States
$132K +$3.95K +42 +3%
CWC
433
Carolinas Wealth Consulting
North Carolina
$127K -$15K -160 -11%
CFN
434
Cordasco Financial Network
Florida
$123K -$39.6K -421 -25%
DWMG
435
DB Wealth Management Group
California
$107K +$752 +8 +0.7%
VNA
436
Valley National Advisers
Pennsylvania
$99K – – –
JWBC
437
John W. Brooker & Co
California
$98K +$55.4K +590 +133%
CWM
438
Cedar Wealth Management
California
$96K – – –
SMA
439
Sage Mountain Advisors
Georgia
$92K +$91.1K +970 New
SPWG
440
Sage Private Wealth Group
Illinois
$91K – – –
GRP
441
Global Retirement Partners
California
$86K +$66K +703 +357%
TIM
442
Tortoise Investment Management
New York
$80K -$5.17K -55 -6%
BMD
443
Better Money Decisions
New Mexico
$80K +$79.2K +843 New
LDFR
444
Lehman & Derafelo Financial Resources
Pennsylvania
$73K – – –
APWM
445
Atlas Private Wealth Management
New York
$71K – – –
TF
446
TimeScale Financial
Massachusetts
$69K +$22K +234 +48%
BBHC
447
Brown Brothers Harriman & Co
New York
$66K – – –
MIM
448
MTM Investment Management
South Carolina
$64K – – –
CB
449
CNB Bank
Pennsylvania
$63K – – –
BWM
450
BigSur Wealth Management
Florida
$57K – – –
16 17
18
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