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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$218K +$37.9K +450 +21%
OPS
502
Orion Portfolio Solutions
Nebraska
$217K -$37K -440 -15%
OBWP
503
O'Brien Wealth Partners
Massachusetts
$216K -$250K -2,966 -54%
SPIO
504
Seven Post Investment Office
California
$211K +$209K +2,488 New
PWM
505
Provident Wealth Management
Tennessee
$205K – – –
HI
506
Harbour Investments
Wisconsin
$203K -$18.6K -221 -8%
ERWM
507
Elk River Wealth Management
Colorado
$200K -$277K -3,295 -58%
HP
508
Highlander Partners
Texas
$200K +$199K +2,360 New
MCA
509
Maryland Capital Advisors
Maryland
$181K – – –
SWM
510
Spire Wealth Management
Virginia
$175K +$124K +1,471 +247%
PGAM
511
Princeton Global Asset Management
New Jersey
$169K +$168 +2 +0.1%
CIA
512
Choate Investment Advisors
Massachusetts
$162K -$10.5K -125 -6%
BCP
513
Blue Chip Partners
Michigan
$158K -$103K -1,220 -40%
MCM
514
MV Capital Management
Maryland
$153K – – –
BAAM
515
Baker Avenue Asset Management
California
$146K +$144K +1,715 New
GWANC
516
Guardian Wealth Advisors (North Carolina)
North Carolina
$144K +$842 +10 +0.6%
MCM
517
Magnolia Capital Management
New York
$141K – – –
PTC
518
Private Trust Company
Ohio
$139K – – –
SMA
519
Sage Mountain Advisors
Georgia
$133K +$50K +594 +61%
SWM
520
Sugarloaf Wealth Management
Georgia
$131K +$337 +4 +0.3%
MIM
521
Macroview Investment Management
Maryland
$130K – – –
HNB
522
Huntington National Bank
Ohio
$125K – – –
DFC
523
DB Fitzpatrick & Co
Idaho
$125K +$926 +11 +0.8%
GFL
524
Granite FO LLC
New Hampshire
$122K +$114K +1,355 New
AF
525
Allworth Financial
California
$121K – – –
19 20
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