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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$34K – – –
EIP
527
Ellis Investment Partners
Pennsylvania
$31K +$91 +1 +0.3%
TWA
528
TCI Wealth Advisors
Arizona
$29K +$364 +4 +1%
GRP
529
Global Retirement Partners
California
$24K -$164K -1,800 -86%
MFC
530
Morris Financial Concepts
South Carolina
$22K +$182 +2 +0.8%
WC
531
Wexford Capital
Florida
$20K +$12M +132,313 +125%
LPP
532
Life Planning Partners
Florida
$20K – – –
LWP
533
Lumature Wealth Partners
Georgia
$20K – – –
WAS
534
Winch Advisory Services
Wisconsin
$18K +$10.3K +113 +116%
WTC
535
WhitTier Trust Company
Nevada
$15K – – –
PFA
536
Professional Financial Advisors
Nebraska
$11K +$182 +2 +2%
AWM
537
Avior Wealth Management
Nebraska
$9K -$27.3K -300 -72%
BFEC
538
Benjamin F. Edwards & Company
Missouri
$9K +$9.65K +106 New
HBW
539
Hazlett, Burt & Watson
West Virginia
$8K – – –
GI
540
Gradient Investments
Minnesota
$6K – – –
LC
541
Lindbrook Capital
California
$6K – – –
BCMLT
542
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K – – –
EWA
543
EverSource Wealth Advisors
Alabama
$5K +$455 +5 +8%
BPC
544
Banque Pictet & Cie
Switzerland
$4.77K – – –
TAM
545
Tucker Asset Management
Colorado
$4.2K – – –
HFS
546
Heritage Financial Services
Massachusetts
$4K +$4.82K +53 New
AWM
547
Abound Wealth Management
Tennessee
$3.77K – – –
ACM
548
Antonetti Capital Management
Florida
$3K -$910 -10 -25%
CAAS
549
Capital Asset Advisory Services
Michigan
$3K – – –
CIR
550
Clear Investment Research
Georgia
$3K – – –
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