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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
501
Sage Mountain Advisors
Georgia
$103K – – –
SPWG
502
Sage Private Wealth Group
Illinois
$100K – – –
MCM
503
Manchester Capital Management
Vermont
$97K +$88.3K +845 +1,174%
CA
504
Clearstead Advisors
Ohio
$94K – – –
GWM
505
Grand Wealth Management
Michigan
$93K +$91.7K +878 New
TWC
506
TD Waterhouse Canada
Ontario, Canada
$90.3K +$88.8K +850 New
FDCDDQ
507
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.7K -$189K -1,811 -70%
MIM
508
MTM Investment Management
South Carolina
$71K – – –
TIM
509
Tortoise Investment Management
New York
$68K -$1.04K -10 -2%
BWM
510
BigSur Wealth Management
Florida
$64K – – –
SCM
511
SevenOneSeven Capital Management
Pennsylvania
$64K +$21K +201 +50%
GAM
512
Gemmer Asset Management
California
$62K +$5.85K +56 +11%
HWM
513
HighMark Wealth Management
Minnesota
$61K +$627 +6 +1%
DWMG
514
DB Wealth Management Group
California
$58K -$60.9K -583 -52%
AWM
515
Avior Wealth Management
Nebraska
$57K +$44.9K +430 +371%
UFF
516
USA Financial Formulas
Michigan
$49K +$48.6K +465 New
KFP
517
KB Financial Partners
New Jersey
$49K +$48.8K +467 New
AIM
518
Anchor Investment Management
South Carolina
$48.9K – – –
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
$43K – – –
EIP
520
Ellis Investment Partners
Pennsylvania
$40K +$104 +1 +0.3%
GWM
521
Geneos Wealth Management
Colorado
$37K – – –
TWA
522
TCI Wealth Advisors
Arizona
$36K +$418 +4 +1%
BWM
523
Baystate Wealth Management
Massachusetts
$36K +$22.6K +216 +170%
BCPWM
524
Bradley & Co Private Wealth Management
Florida
$35K – – –
RCM
525
Regency Capital Management
Hawaii
$32K -$8.57K -82 -21%
19 20
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