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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
526
Essex Savings Bank
Connecticut
$288K -$19.4K -162 -6%
FFA
527
Farther Finance Advisors
California
$287K -$12.5K -104 -4%
FWIA
528
Fort Washington Investment Advisors
Ohio
$285K -$156K -1,300 -35%
PWM
529
Provident Wealth Management
Tennessee
$281K – – –
SCM
530
Stonehearth Capital Management
Massachusetts
$281K -$8.67M -72,360 -97%
OGF
531
Orin Green Financial
California
$279K +$306K +2,550 New
BA
532
Bridgewater Advisors
New York
$277K +$284K +2,372 New
WCM
533
Warburton Capital Management
Oklahoma
$277K – – –
MWM
534
Modern Wealth Management
Kansas
$276K +$4.67K +39 +2%
HP
535
Highlander Partners
Texas
$275K – – –
BBHC
536
Brown Brothers Harriman & Co
New York
$273K – – –
KAS
537
Kestra Advisory Services
Texas
$271K -$13.8K -115 -5%
MCWS
538
McKinley Carter Wealth Services
West Virginia
$270K +$56K +467 +25%
WC
539
Weil Company
California
$267K -$41.6K -347 -13%
MMH
540
Menora Mivtachim Holdings
Israel
$267K – – –
KIM
541
Kestra Investment Management
Texas
$266K +$273K +2,282 New
LWL
542
Leo Wealth LLC
Texas
$266K +$273K +2,282 New
EFS
543
Essex Financial Services
Connecticut
$265K – – –
BAAM
544
Baker Avenue Asset Management
California
$263K – – –
PP
545
PDS Planning
Ohio
$259K – – –
CTA
546
Chesley Taft & Associates
Illinois
$258K – – –
MFS
547
McNamara Financial Services
Massachusetts
$253K +$261K +2,178 New
FWP
548
FAS Wealth Partners
Kansas
$250K – – –
ES
549
Eagle Strategies
New York
$249K -$2.88K -24 -1%
MCA
550
Maryland Capital Advisors
Maryland
$248K – – –
20 21
22
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