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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
526
Baystate Wealth Management
Massachusetts
$36K +$22.6K +216 +170%
BCPWM
527
Bradley & Co Private Wealth Management
Florida
$35K – – –
RCM
528
Regency Capital Management
Hawaii
$32K -$8.57K -82 -21%
TPCW
529
TD Private Client Wealth
New York
$29.8K +$29.5K +282 New
AF
530
Allworth Financial
California
$28K – – –
LPP
531
Life Planning Partners
Florida
$27K +$26K +249 New
MFC
532
Morris Financial Concepts
South Carolina
$27K +$26.9K +257 New
LWP
533
Lumature Wealth Partners
Georgia
$25K – – –
GWSG
534
GPS Wealth Strategies Group
Colorado
$21K – – –
WTC
535
WhitTier Trust Company
Nevada
$19K – – –
CWS
536
Confluence Wealth Services
Pennsylvania
$15K +$15.2K +145 New
PFA
537
Professional Financial Advisors
Nebraska
$14K +$104 +1 +0.8%
SWM
538
Selective Wealth Management
Virginia
$14K +$13.8K +132 New
FHA
539
First Horizon Advisors
Tennessee
$11K – – –
MMG
540
Monetary Management Group
Missouri
$11K – – –
WAS
541
Winch Advisory Services
Wisconsin
$10K +$104 +1 +1%
SIC
542
SJS Investment Consulting
Ohio
$10K +$9.93K +95 New
AW
543
Alaethes Wealth
Nevada
$8K – – –
GI
544
Gradient Investments
Minnesota
$8K – – –
NFG
545
Next Financial Group
Texas
$7K – – –
LC
546
Lindbrook Capital
California
$7K +$7.31K +70 New
EWA
547
EverSource Wealth Advisors
Alabama
$6K +$6.27K +60 New
TAM
548
Tucker Asset Management
Colorado
$5.3K – – –
AWM
549
Abound Wealth Management
Tennessee
$4.76K +$4.7K +45 New
ACM
550
Antonetti Capital Management
Florida
$4K – – –
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