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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
526
GeoWealth Management
Illinois
$115K +$43.2K +465 +63%
CIA
527
Choate Investment Advisors
Massachusetts
$112K -$68.2K -735 -39%
CWC
528
Carolinas Wealth Consulting
North Carolina
$111K +$742 +8 +0.7%
GC
529
Gould Capital
Washington
$104K -$17.2K -185 -15%
VNA
530
Valley National Advisers
Pennsylvania
$101K – – –
HS
531
Horan Securities
United States
$94.9K – – –
CWM
532
Cedar Wealth Management
California
$92.6K – – –
BWM
533
Baystate Wealth Management
Massachusetts
$90.8K -$28.9K -311 -25%
SWM
534
Sugarloaf Wealth Management
Georgia
$83.7K -$62.5K -673 -44%
TWC
535
TD Waterhouse Canada
Ontario, Canada
$81.5K – – –
CA
536
Crewe Advisors
Utah
$77.8K – – –
GI
537
Gradient Investments
Minnesota
$73.8K – – –
BBHC
538
Brown Brothers Harriman & Co
New York
$66.7K – – –
FHA
539
First Horizon Advisors
Tennessee
$60.4K -$28.9K -311 -33%
TIM
540
Tortoise Investment Management
New York
$60.3K – – –
EW
541
Element Wealth
Mississippi
$59.7K +$278 +3 +0.5%
BWM
542
BigSur Wealth Management
Florida
$57.6K – – –
CFO
543
CVA Family Office
Colorado
$57K – – –
HWM
544
HighMark Wealth Management
Minnesota
$56.7K +$557 +6 +1%
DCM
545
Disciplina Capital Management
Tennessee
$51.9K -$475K -5,123 -90%
DFC
546
DB Fitzpatrick & Co
Idaho
$50.6K -$88.3K -952 -64%
WP
547
WealthPLAN Partners
Nebraska
$49.3K +$464 +5 +1%
CB
548
CNB Bank
Pennsylvania
$48K – – –
AIM
549
Anchor Investment Management
South Carolina
$44.3K – – –
SCM
550
SevenOneSeven Capital Management
Pennsylvania
$38.9K – – –
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