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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMA
501
Ironwood Wealth Management (Arizona)
Arizona
$105K +$53.6K +513 +108%
HS
502
Horan Securities
United States
$105K +$103K +989 New
SMA
503
Sage Mountain Advisors
Georgia
$103K – – –
SPWG
504
Sage Private Wealth Group
Illinois
$100K – – –
MCM
505
Manchester Capital Management
Vermont
$97K +$88.3K +845 +1,174%
CA
506
Clearstead Advisors
Ohio
$94K – – –
GWM
507
Grand Wealth Management
Michigan
$93K +$91.7K +878 New
TWC
508
TD Waterhouse Canada
Ontario, Canada
$90.3K +$88.8K +850 New
FDCDDQ
509
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.7K -$189K -1,811 -70%
BBHC
510
Brown Brothers Harriman & Co
New York
$74K – – –
MIM
511
MTM Investment Management
South Carolina
$71K – – –
TIM
512
Tortoise Investment Management
New York
$68K -$1.04K -10 -2%
BWM
513
BigSur Wealth Management
Florida
$64K – – –
SCM
514
SevenOneSeven Capital Management
Pennsylvania
$64K +$21K +201 +50%
GAM
515
Gemmer Asset Management
California
$62K +$5.85K +56 +11%
HWM
516
HighMark Wealth Management
Minnesota
$61K +$627 +6 +1%
DWMG
517
DB Wealth Management Group
California
$58K -$60.9K -583 -52%
AWM
518
Avior Wealth Management
Nebraska
$57K +$44.9K +430 +371%
UFF
519
USA Financial Formulas
Michigan
$49K +$48.6K +465 New
KFP
520
KB Financial Partners
New Jersey
$49K +$48.8K +467 New
AIM
521
Anchor Investment Management
South Carolina
$48.9K – – –
PFGIA
522
Patriot Financial Group Insurance Agency
Massachusetts
$43K – – –
EIP
523
Ellis Investment Partners
Pennsylvania
$40K +$104 +1 +0.3%
GWM
524
Geneos Wealth Management
Colorado
$37K – – –
TWA
525
TCI Wealth Advisors
Arizona
$36K +$418 +4 +1%
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