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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
501
NWK Group
California
$110K -$39.9K -400 -27%
BAM
502
Baldrige Asset Management
Pennsylvania
$104K -$3.19K -32 -3%
VNA
503
Valley National Advisers
Pennsylvania
$104K – – –
HS
504
Horan Securities
United States
$99K – – –
ACA
505
Aptus Capital Advisors
Alabama
$99K +$98.8K +992 New
SMA
506
Sage Mountain Advisors
Georgia
$97K – – –
CWM
507
Cedar Wealth Management
California
$96K -$3.98K -40 -4%
SPWG
508
Sage Private Wealth Group
Illinois
$95K – – –
MCM
509
Manchester Capital Management
Vermont
$91K – – –
GWM
510
Grand Wealth Management
Michigan
$88K – – –
TWC
511
TD Waterhouse Canada
Ontario, Canada
$85.4K – – –
BBHC
512
Brown Brothers Harriman & Co
New York
$69K – – –
PWP
513
Pursue Wealth Partners
California
$68.8K +$69.2K +695 New
TIM
514
Tortoise Investment Management
New York
$64K – – –
GAM
515
Gemmer Asset Management
California
$63K +$4.98K +50 +9%
BWM
516
BigSur Wealth Management
Florida
$60K – – –
SCM
517
SevenOneSeven Capital Management
Pennsylvania
$60K – – –
HWM
518
HighMark Wealth Management
Minnesota
$57K – – –
GIA
519
GHP Investment Advisors
Colorado
$50K +$49.6K +498 New
CB
520
CNB Bank
Pennsylvania
$50K +$49.8K +500 New
AF
521
Affiance Financial
Minnesota
$49K -$437K -4,388 -90%
AIM
522
Anchor Investment Management
South Carolina
$46.1K – – –
BWM
523
Baystate Wealth Management
Massachusetts
$46K +$11.3K +113 +33%
DWMG
524
DB Wealth Management Group
California
$43K -$10.9K -109 -20%
EBA
525
Eagle Bay Advisors
New York
$42K +$41.9K +421 New
19 20
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