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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
501
Baldrige Asset Management
Pennsylvania
$104K -$3.19K -32 -3%
VNA
502
Valley National Advisers
Pennsylvania
$104K – – –
HS
503
Horan Securities
United States
$99K – – –
ACA
504
Aptus Capital Advisors
Alabama
$99K +$98.8K +992 New
SMA
505
Sage Mountain Advisors
Georgia
$97K – – –
CWM
506
Cedar Wealth Management
California
$96K -$3.98K -40 -4%
SPWG
507
Sage Private Wealth Group
Illinois
$95K – – –
MCM
508
Manchester Capital Management
Vermont
$91K – – –
GWM
509
Grand Wealth Management
Michigan
$88K – – –
TWC
510
TD Waterhouse Canada
Ontario, Canada
$85.4K – – –
BBHC
511
Brown Brothers Harriman & Co
New York
$69K – – –
PWP
512
Pursue Wealth Partners
California
$68.8K +$69.2K +695 New
TIM
513
Tortoise Investment Management
New York
$64K – – –
GAM
514
Gemmer Asset Management
California
$63K +$4.98K +50 +9%
BWM
515
BigSur Wealth Management
Florida
$60K – – –
SCM
516
SevenOneSeven Capital Management
Pennsylvania
$60K – – –
HWM
517
HighMark Wealth Management
Minnesota
$57K – – –
GIA
518
GHP Investment Advisors
Colorado
$50K +$49.6K +498 New
CB
519
CNB Bank
Pennsylvania
$50K +$49.8K +500 New
AF
520
Affiance Financial
Minnesota
$49K -$437K -4,388 -90%
AIM
521
Anchor Investment Management
South Carolina
$46.1K – – –
BWM
522
Baystate Wealth Management
Massachusetts
$46K +$11.3K +113 +33%
DWMG
523
DB Wealth Management Group
California
$43K -$10.9K -109 -20%
EBA
524
Eagle Bay Advisors
New York
$42K +$41.9K +421 New
AWM
525
Avior Wealth Management
Nebraska
$41K -$12.9K -129 -24%
19 20
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