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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
576
Sandy Spring Bank
Maryland
$5.47K – – –
IGWM
577
ICA Group Wealth Management
Colorado
$5.29K – – –
TAM
578
Tucker Asset Management
Colorado
$4.56K – – –
PMFA
579
Plante Moran Financial Advisors
Michigan
$4.47K +$4.37K +49 New
BCMLT
580
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.19K – – –
AWM
581
Abound Wealth Management
Tennessee
$4.1K – – –
CIR
582
Clear Investment Research
Georgia
$3.18K +$89 +1 +3%
QC
583
Quent Capital
New York
$2.84K +$446 +5 +19%
ACM
584
Antonetti Capital Management
Florida
$2.73K – – –
OA
585
Operose Advisors
Wisconsin
$2.73K – – –
HR
586
Howe & Rusling
New York
$2.57K – – –
AFS
587
Annapolis Financial Services
Maryland
$2.55K – – –
JWA
588
JFS Wealth Advisors
Pennsylvania
$1.92K +$89 +1 +5%
AIP
589
Ameritas Investment Partners
Nebraska
$1.37K -$535 -6 -29%
JGCM
590
Joseph Group Capital Management
Ohio
$1K -$1.16K -13 -54%
EWA
591
EverSource Wealth Advisors
Alabama
$456 -$5.35K -60 -92%
BWM
592
BerganKDV Wealth Management
Minnesota
$274 – – –
LFG
593
Larson Financial Group
Missouri
$106 – – –
ACA
594
Aptus Capital Advisors
Alabama
$91 -$256K -2,875 -100%
GWANC
595
Guardian Wealth Advisors (North Carolina)
North Carolina
$91 -$151K -1,691 -100%
USAA
596
United Services Automobile Association
Texas
– -$80.6M -950,156 Closed
AR
597
Advisory Research
Illinois
– -$28.1M -331,519 Closed
PWPCM
598
Perella Weinberg Partners Capital Management
New York
– -$25M -294,948 Closed
JHCM
599
Juniper Hill Capital Management
California
– -$24.9M -293,518 Closed
BFIC
600
Bedell Frazier Investment Counselling
California
– -$21.9M -257,643 Closed
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