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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
451
Carolinas Wealth Consulting
North Carolina
$105K -$29.6K -288 -21%
VNA
452
Valley National Advisers
Pennsylvania
$104K – – –
CWM
453
Cedar Wealth Management
California
$100K – – –
SMA
454
Sage Mountain Advisors
Georgia
$97K – – –
SPWG
455
Sage Private Wealth Group
Illinois
$95K – – –
CA
456
Clearstead Advisors
Ohio
$89K – – –
BMD
457
Better Money Decisions
New Mexico
$85K – – –
PCH
458
PGIM Custom Harvest
New Jersey
$83K – – –
LDFR
459
Lehman & Derafelo Financial Resources
Pennsylvania
$76K – – –
MIM
460
MTM Investment Management
South Carolina
$67K – – –
TIM
461
Tortoise Investment Management
New York
$65K -$11.8K -115 -15%
BWM
462
BigSur Wealth Management
Florida
$60K – – –
HWM
463
HighMark Wealth Management
Minnesota
$57K – – –
GPA
464
Guidance Point Advisors
Massachusetts
$55K +$57.1K +556 New
GAM
465
Gemmer Asset Management
California
$53K +$5.13K +50 +10%
IWMA
466
Ironwood Wealth Management (Arizona)
Arizona
$47K +$9.75K +95 +25%
AIM
467
Anchor Investment Management
South Carolina
$46.2K – – –
JCM
468
Jacobi Capital Management
Pennsylvania
$43K – – –
PFGIA
469
Patriot Financial Group Insurance Agency
Massachusetts
$41K – – –
SCM
470
SevenOneSeven Capital Management
Pennsylvania
$40K – – –
RCM
471
Regency Capital Management
Hawaii
$38K +$13.6K +132 +53%
EIP
472
Ellis Investment Partners
Pennsylvania
$37K – – –
GWM
473
Geneos Wealth Management
Colorado
$36K – – –
TWA
474
TCI Wealth Advisors
Arizona
$33K -$5.75K -56 -14%
BCPWM
475
Bradley & Co Private Wealth Management
Florida
$33K – – –
17 18
19
20 21