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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
551
Tortoise Investment Management
New York
$53.3K -$673 -8 -1%
SCM
552
SevenOneSeven Capital Management
Pennsylvania
$51.4K – – –
BWM
553
BigSur Wealth Management
Florida
$50.9K – – –
HWM
554
HighMark Wealth Management
Minnesota
$49.7K +$421 +5 +0.9%
EI
555
Ellevest Inc
New York
$48.6K +$48.1K +572 New
BAM
556
Belpointe Asset Management
Nevada
$45.7K +$45.3K +538 New
CB
557
CNB Bank
Pennsylvania
$42.4K – – –
GIA
558
GHP Investment Advisors
Colorado
$42.3K – – –
MCC
559
Money Concepts Capital
Florida
$39.6K +$39.3K +467 New
AIM
560
Anchor Investment Management
South Carolina
$39.2K – – –
KOMWMG
561
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$37K +$36.7K +436 New
CFO
562
CVA Family Office
Colorado
$33.4K +$33.2K +394 New
TWA
563
TCI Wealth Advisors
Arizona
$30K +$421 +5 +1%
BFPW
564
BOK Financial Private Wealth
Colorado
$28.9K -$237K -2,812 -89%
TWP
565
TFO Wealth Partners
Ohio
$28.6K -$906K -10,759 -98%
MCI
566
MRP Capital Investments
Georgia
$21.8K +$21.6K +257 New
FAM
567
Family Asset Management
South Carolina
$21.5K +$21.3K +253 New
LWP
568
Lumature Wealth Partners
Georgia
$20K – – –
BFEC
569
Benjamin F. Edwards & Company
Missouri
$20K +$6.65K +79 +52%
WAS
570
Winch Advisory Services
Wisconsin
$18K +$168 +2 +1%
MFC
571
Morris Financial Concepts
South Carolina
$17K -$6.14K -73 -27%
WTC
572
WhitTier Trust Company
Nevada
$14.9K – – –
GWM
573
Grand Wealth Management
Michigan
$10.7K -$23.2K -276 -69%
AWM
574
Avior Wealth Management
Nebraska
$10K +$84 +1 +0.9%
SIC
575
SJS Investment Consulting
Ohio
$8.06K – – –
21 22
23
24 25