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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
476
Portland Global Advisors
Maine
$247K – – –
FC
477
Financial Consulate
Maryland
$243K – – –
NAS
478
Nicolet Advisory Services
Wisconsin
$241K +$236K +2,642 New
ES
479
Eagle Strategies
New York
$237K -$803 -9 -0.3%
BFG
480
Barber Financial Group
Kansas
$237K +$89 +1 +0%
RA
481
Ruggaard & Associates
Ohio
$230K +$225K +2,523 New
SPIO
482
Seven Post Investment Office
California
$227K – – –
ESB
483
Essex Savings Bank
Connecticut
$226K -$275K -3,082 -55%
CFGS
484
Concourse Financial Group Securities
Alabama
$223K -$10.7K -120 -5%
PWM
485
Provident Wealth Management
Tennessee
$220K – – –
PVI
486
Pine Valley Investments
New Jersey
$219K +$212K +2,376 New
MCM
487
MAI Capital Management
Ohio
$218K +$213K +2,389 New
SG
488
Strid Group
Pennsylvania
$217K -$19K -213 -8%
ERWM
489
Elk River Wealth Management
Colorado
$215K – – –
HP
490
Highlander Partners
Texas
$215K – – –
NAM
491
NorthCrest Asset Manangement
Minnesota
$214K +$210K +2,350 New
SW
492
SteelPeak Wealth
California
$212K -$6.38M -71,541 -97%
MYIA
493
Mount Yale Investment Advisors
Colorado
$211K +$207K +2,318 New
IWMA
494
Ironwood Wealth Management (Arizona)
Arizona
$210K +$81.3K +911 +65%
OBWP
495
O'Brien Wealth Partners
Massachusetts
$209K -$21.9K -246 -10%
JCM
496
J2 Capital Management
Michigan
$209K +$204K +2,290 New
MMH
497
Menora Mivtachim Holdings
Israel
$209K +$204K +2,290 New
CPFP
498
Clear Perspectives Financial Planning
Ohio
$209K +$103K +1,153 +102%
LDB
499
Lee, Danner & Bass
Tennessee
$207K +$203K +2,272 New
GI
500
Glovista Investments
New Jersey
$206K -$6.3M -70,644 -97%
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