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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
501
Golden State Equity Partners
California
$206K +$202K +2,259 New
VWA
502
Visionary Wealth Advisors
Illinois
$206K +$201K +2,257 New
SFFS
503
Stonehage Fleming Financial Services
Jersey
$204K -$359K -4,027 -64%
SHJ
504
Sharkey, Howes & Javer
Colorado
$202K +$198K +2,221 New
CTA
505
Chesley Taft & Associates
Illinois
$202K +$198K +2,220 New
PP
506
PDS Planning
Ohio
$201K +$197K +2,209 New
MWM
507
Modera Wealth Management
New Jersey
$201K +$196K +2,200 New
MCA
508
Maryland Capital Advisors
Maryland
$194K – – –
PGAM
509
Princeton Global Asset Management
New Jersey
$181K – – –
CIA
510
Choate Investment Advisors
Massachusetts
$174K – – –
BCP
511
Blue Chip Partners
Michigan
$171K +$1.25K +14 +0.8%
MCM
512
MV Capital Management
Maryland
$164K – – –
BAAM
513
Baker Avenue Asset Management
California
$156K – – –
MCM
514
Magnolia Capital Management
New York
$152K – – –
PTC
515
Private Trust Company
Ohio
$149K – – –
SWM
516
Sugarloaf Wealth Management
Georgia
$141K – – –
HNB
517
Huntington National Bank
Ohio
$138K – – –
MIM
518
Macroview Investment Management
Maryland
$137K -$2.41K -27 -2%
DFC
519
DB Fitzpatrick & Co
Idaho
$135K +$803 +9 +0.6%
AF
520
Allworth Financial
California
$130K – – –
GFL
521
Granite FO LLC
New Hampshire
$125K – – –
TF
522
TimeScale Financial
Massachusetts
$125K +$14.5K +163 +13%
BONH
523
Bank of New Hampshire
New Hampshire
$122K – – –
GC
524
Gould Capital
Washington
$116K -$1.34K -15 -1%
BWM
525
Baystate Wealth Management
Massachusetts
$115K +$26.5K +297 +31%
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