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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
451
Regatta Capital Group
California
$587K – – –
BA
452
Brightwater Advisory
Florida
$586K +$3.59K +27 +0.6%
SYBT
453
Stock Yards Bank & Trust
Kentucky
$581K – – –
KJHP
454
K.J. Harrison & Partners
Ontario, Canada
$576K +$36.5K +275 +7%
BCM
455
Beaumont Capital Management
Massachusetts
$569K +$547K +4,118 New
MFG
456
Magnus Financial Group
New York
$568K -$133 -1 -0%
ACS
457
Archford Capital Strategies
Illinois
$565K – – –
QWP
458
Quotient Wealth Partners
Texas
$564K -$32.5K -245 -6%
XT
459
XTX Topco
Cayman Islands
$560K +$538K +4,051 New
NGA
460
Naples Global Advisors
Florida
$560K -$11.3K -85 -2%
TCWM
461
Total Clarity Wealth Management
Illinois
$560K +$199K +1,500 +59%
AT
462
American Trust
Kentucky
$554K +$12.9K +97 +2%
MG
463
McHugh Group
Ohio
$553K +$531K +4,000 New
FWA
464
FSM Wealth Advisors
Ohio
$552K +$3.59K +27 +0.7%
MA
465
Mutual Advisors
Nebraska
$545K – – –
MF
466
Midwestern Financial
Iowa
$542K -$75.6K -569 -13%
HNWA
467
Henrickson Nauta Wealth Advisors
Michigan
$537K -$265K -1,995 -34%
CASB
468
Cape Ann Savings Bank
Massachusetts
$534K – – –
RIM
469
Redwood Investment Management
Arizona
$529K -$32.7K -246 -6%
SFG
470
Shum Financial Group
California
$529K +$508K +3,825 New
RSWM
471
Robertson Stephens Wealth Management
California
$525K +$20.7K +156 +4%
KAS
472
Kestra Advisory Services
Texas
$522K +$64.6K +486 +15%
OAP
473
One Advisory Partners
Kansas
$519K – – –
IWC
474
Integrated Wealth Concepts
Massachusetts
$519K – – –
SI
475
Stephens Inc
Arkansas
$518K – – –
17 18
19
20 21