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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$310K – – –
ACI
502
Alpha Cubed Investments
California
$304K -$32.2K -307 -10%
ESB
503
Essex Savings Bank
Connecticut
$301K – – –
PGA
504
Portland Global Advisors
Maine
$300K +$1.26K +12 +0.4%
FF
505
Friedenthal Financial
New Jersey
$299K -$5.36K -51 -2%
GSIS
506
Global Strategic Investment Solutions
Arizona
$299K – – –
GS
507
GTS Securities
Florida
$299K +$285K +2,717 New
WS
508
Wedbush Securities
California
$299K +$57.4K +547 +25%
TPA
509
Trivium Point Advisory
Connecticut
$298K +$284K +2,703 New
WC
510
Weil Company
California
$291K -$25.7K -245 -8%
NAS
511
Nicolet Advisory Services
Wisconsin
$290K – – –
BAMG
512
Brand Asset Management Group
Missouri
$287K -$72.1K -687 -21%
RA
513
Ruggaard & Associates
Ohio
$286K – – –
AR
514
Advisory Research
Illinois
$286K -$10.3M -98,080 -97%
MWM
515
Modern Wealth Management
Kansas
$286K +$20.2K +192 +8%
MYIA
516
Mount Yale Investment Advisors
Colorado
$284K – – –
TCWM
517
Total Clarity Wealth Management
Illinois
$281K – – –
DIA
518
Dana Investment Advisors
Wisconsin
$277K +$264K +2,516 New
SRA
519
Secured Retirement Advisors
Minnesota
$276K – – –
BGA
520
Battery Global Advisors
Massachusetts
$275K +$42K +400 +19%
SPIO
521
Seven Post Investment Office
California
$274K – – –
SC
522
Sapient Capital
Indiana
$272K – – –
HWMA
523
Heritage Wealth Management (Arizona)
Arizona
$271K – – –
AC
524
Arjuna Capital
North Carolina
$271K +$258K +2,461 New
RFWA
525
RPg Family Wealth Advisory
Massachusetts
$270K -$2.1K -20 -0.8%
19 20
21
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