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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
451
IHT Wealth Management
Illinois
$333K +$17K +177 +5%
BAMG
452
Brand Asset Management Group
Missouri
$330K -$50.9K -531 -13%
AT
453
Arden Trust
Delaware
$329K +$15K +156 +5%
NWM
454
Northwest Wealth Management
Iowa
$326K -$1.92K -20 -0.6%
UB
455
UMB Bank
Missouri
$325K – – –
HW
456
Hancock Whitney
Mississippi
$322K – – –
MCM
457
MAI Capital Management
Ohio
$310K -$14.7K -153 -4%
GC
458
Garde Capital
Washington
$309K – – –
MWM
459
Moran Wealth Management
Florida
$306K +$318K +3,317 New
PWA
460
Provenance Wealth Advisors
Florida
$302K +$314K +3,268 New
HPA
461
High Probability Advisors
New York
$300K – – –
MWM
462
Modera Wealth Management
New Jersey
$300K -$12.4K -129 -4%
GSWM
463
Greenup Street Wealth Management
Michigan
$297K -$21.3K -222 -6%
WC
464
Weil Company
California
$290K – – –
SOS
465
Silver Oak Securities
Tennessee
$286K -$708K -7,384 -70%
CSPIA
466
Cary Street Partners Investment Advisory
Virginia
$286K -$24K -250 -7%
CPP
467
Capasso Planning Partners
South Carolina
$284K -$26.6K -277 -8%
GAG
468
GM Advisory Group
New York
$283K – – –
SC
469
Solstein Capital
California
$281K – – –
HSA
470
HBK Sorce Advisory
Pennsylvania
$280K -$3.36K -35 -1%
SAM
471
Sequent Asset Management
Texas
$278K – – –
OHWP
472
Oak Harbor Wealth Partners
North Carolina
$277K – – –
MCM
473
Mattern Capital Management
Colorado
$274K – – –
FA
474
Fiducient Advisors
Illinois
$274K -$14.8K -154 -5%
ESB
475
Essex Savings Bank
Connecticut
$273K -$59.9K -624 -17%
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