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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
526
Total Clarity Wealth Management
Illinois
$505K – – –
OGF
527
Orin Green Financial
California
$504K +$111K +771 +27%
LJAC
528
L.J. Altfest & Co
New York
$501K – – –
TCIIS
529
TIAA-CREF Individual & Institutional Services
New York
$500K +$519K +3,611 New
RIM
530
Redwood Investment Management
Arizona
$498K -$28.7K -200 -5%
AAM
531
Aureus Asset Management
Massachusetts
$496K +$515K +3,585 New
GWA
532
Genesis Wealth Advisors
Massachusetts
$492K – – –
WSFS
533
Wilmington Savings Fund Society
Delaware
$491K – – –
EP
534
Edgestream Partners
New Jersey
$491K -$696K -4,842 -58%
UB
535
UMB Bank
Missouri
$487K – – –
BL
536
Balentine LLC
Georgia
$484K – – –
ACA
537
Aptus Capital Advisors
Alabama
$483K +$11.5K +80 +2%
AFA
538
AA Financial Advisors
Ohio
$475K -$3.16K -22 -0.6%
AF
539
Allworth Financial
California
$464K -$11.5K -80 -2%
IA
540
IFP Advisors
Florida
$456K -$60.8K -423 -11%
HPA
541
High Probability Advisors
New York
$450K – – –
OMC
542
Old Mission Capital
Illinois
$449K -$2.26M -15,752 -83%
GAG
543
GM Advisory Group
New York
$448K – – –
FWA
544
FSM Wealth Advisors
Ohio
$447K – – –
NYLIM
545
New York Life Investment Management
New York
$444K -$115K -800 -20%
TA
546
TKG Advisors
Indiana
$443K +$287 +2 +0.1%
MWM
547
Modera Wealth Management
New Jersey
$441K -$6.04K -42 -1%
MF
548
Midwestern Financial
Iowa
$441K -$12.8K -89 -3%
AT
549
American Trust
Kentucky
$434K -$128K -888 -22%
ALA
550
Atlas Legacy Advisors
California
$431K +$101K +705 +29%
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