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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
JPG
476
Jordan Park Group
California
– -$256K -4,088 Closed
CG
477
Colony Group
Massachusetts
– -$225K -3,592 Closed
MGIA
478
Moneta Group Investment Advisors
Missouri
– -$212K -3,388 Closed
CWS
479
Cypress Wealth Services
California
– -$210K -3,354 Closed
BRC
480
Bell Rock Capital
Delaware
– -$203K -3,247 Closed
CAM
481
Cidel Asset Management
Ontario, Canada
– -$202K -3,225 Closed
OSAM
482
O'Shaughnessy Asset Management
Connecticut
– -$174K -2,787 Closed
AA
483
Advisory Alpha
Michigan
– -$172K -2,593 Closed
AT
484
Arden Trust
Delaware
– -$157K -2,505 Closed
CBT
485
Capital Bank & Trust
California
– -$129K -2,062 Closed
DWM
486
Darwin Wealth Management
Florida
– -$92K -1,496 Closed
HIM
487
HawsGoodwin Investment Management
Tennessee
– -$92K -1,466 Closed
AWM
488
Avondale Wealth Management
Texas
– -$89K -1,416 Closed
SWA
489
Stratos Wealth Advisors
Ohio
– -$44K -704 Closed
AC
490
AlphaCore Capital
California
– -$23K -372 Closed
BBPWM
491
Blue Bell Private Wealth Management
Pennsylvania
– -$17K -270 Closed
NSIM
492
North Star Investment Management
Illinois
– -$13K -200 Closed
SNT
493
Security National Trust
West Virginia
– -$12K -198 Closed
WAP
494
Wealthcare Advisory Partners
Pennsylvania
– -$12K -196 Closed
BCM
495
Barometer Capital Management
Ontario, Canada
– -$8.45K -135 Closed
PMFA
496
Plante Moran Financial Advisors
Michigan
– -$5K -85 Closed
CI
497
CX Institutional
Indiana
– -$2K -30 Closed
PCA
498
Providence Capital Advisors
North Carolina
– -$2K -30 Closed
SQA
499
Simon Quick Advisors
New Jersey
– -$1K -19 Closed
FWM
500
Focused Wealth Management
New York
– +$70 +1 New
16 17 18 19
20