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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
451
Arden Trust
Delaware
$327K -$15.3K -165 -5%
MWM
452
Modera Wealth Management
New Jersey
$324K +$109K +1,173 +53%
CPP
453
Capasso Planning Partners
South Carolina
$321K +$13.8K +149 +5%
GC
454
Garde Capital
Washington
$321K – – –
CSPIA
455
Cary Street Partners Investment Advisory
Virginia
$321K – – –
HPA
456
High Probability Advisors
New York
$312K – – –
ACI
457
Alpha Cubed Investments
California
$310K -$23.2K -250 -7%
WC
458
Weil Company
California
$302K -$65.9K -710 -18%
FA
459
Fiducient Advisors
Illinois
$299K +$3.81K +41 +1%
HSA
460
HBK Sorce Advisory
Pennsylvania
$295K +$4.92K +53 +2%
GAG
461
GM Advisory Group
New York
$293K +$2.32K +25 +0.8%
SC
462
Solstein Capital
California
$292K – – –
SAM
463
Sequent Asset Management
Texas
$288K +$8.35K +90 +3%
OHWP
464
Oak Harbor Wealth Partners
North Carolina
$288K – – –
RIA
465
Regal Investment Advisors
Michigan
$285K -$76K -819 -22%
MCM
466
Mattern Capital Management
Colorado
$285K +$276K +2,970 New
FF
467
Friedenthal Financial
New Jersey
$283K -$8.26K -89 -3%
BEC
468
Blue Edge Capital
Virginia
$283K +$2.41K +26 +0.9%
RPC
469
Rossmore Private Capital
Connecticut
$278K – – –
SHJ
470
Sharkey, Howes & Javer
Colorado
$278K +$62.4K +672 +30%
CCB
471
Country Club Bank
Missouri
$277K +$1.39K +15 +0.5%
PA
472
Procyon Advisors
Connecticut
$275K +$266K +2,869 New
SCM
473
Shelton Capital Management
Colorado
$274K – – –
IWC
474
Integrated Wealth Concepts
Massachusetts
$273K +$264K +2,846 New
SWM
475
Spire Wealth Management
Virginia
$273K -$57.8K -623 -18%
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