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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
451
Sequent Asset Management
Texas
$240K – – –
SCM
452
Shelton Capital Management
Colorado
$240K +$260K +2,860 New
SHJ
453
Sharkey, Howes & Javer
Colorado
$239K +$259K +2,847 New
EWS
454
Evergreen Wealth Solutions
Pennsylvania
$235K -$143K -1,572 -36%
CCP
455
Clarkston Capital Partners
Michigan
$235K -$78.3K -860 -24%
EW
456
Element Wealth
Mississippi
$233K +$14.4K +158 +6%
LWAC
457
Laurel Wealth Advisors (California)
California
$233K +$253K +2,777 New
GAG
458
GM Advisory Group
New York
$231K – – –
RFWA
459
RPg Family Wealth Advisory
Massachusetts
$230K -$4.92K -54 -2%
BFG
460
Barber Financial Group
Kansas
$229K -$212K -2,324 -46%
JCM
461
J2 Capital Management
Michigan
$228K -$5.92K -65 -2%
GSIS
462
Global Strategic Investment Solutions
Arizona
$228K – – –
OAM
463
Oppenheimer Asset Management
New York
$228K +$247K +2,718 New
GWANC
464
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K +$248K +2,721 New
PGA
465
Portland Global Advisors
Maine
$227K +$2.18K +24 +0.9%
SG
466
Strid Group
Pennsylvania
$226K -$6.92K -76 -3%
SF
467
Synovus Financial
Georgia
$223K – – –
SFP
468
Sandbox Financial Partners
Maryland
$222K +$241K +2,647 New
ES
469
Eagle Strategies
New York
$220K -$7.19K -79 -3%
DAS
470
Dynamic Advisor Solutions
Arizona
$219K +$364 +4 +0.2%
HI
471
Harbour Investments
Wisconsin
$219K +$238K +2,615 New
RCG
472
Regatta Capital Group
California
$216K -$224K -2,462 -49%
AA
473
Aire Advisors
California
$216K +$2.27K +25 +1%
HSA
474
HBK Sorce Advisory
Pennsylvania
$214K – – –
SPIO
475
Seven Post Investment Office
California
$209K -$555K -6,100 -71%
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19
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