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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
576
Trivium Point Advisory
Connecticut
$374K – – –
GIA
577
Gateway Investment Advisers
Ohio
$373K – – –
SCA
578
Stonebridge Capital Advisors
Minnesota
$373K – – –
FB
579
Fulton Bank
Pennsylvania
$372K – – –
SP
580
SmartHarvest Portfolios
Washington
$369K – – –
BWP
581
Balboa Wealth Partners
Arizona
$353K -$6.04K -42 -2%
PWM
582
Perigon Wealth Management
California
$350K -$167K -1,161 -31%
BIM
583
Bridges Investment Management
Nebraska
$348K +$361K +2,514 New
SPIO
584
Seven Post Investment Office
California
$345K +$862 +6 +0.2%
ESB
585
Essex Savings Bank
Connecticut
$342K – – –
SFGP
586
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$337K -$121K -844 -26%
PWM
587
Provident Wealth Management
Tennessee
$334K – – –
CPP
588
Capasso Planning Partners
South Carolina
$334K +$18.4K +128 +6%
LFAS
589
Level Four Advisory Services
Texas
$333K +$6.76K +47 +2%
GIA
590
Gladstone Institutional Advisory
Florida
$332K -$24.6K -171 -7%
LDB
591
Lee, Danner & Bass
Tennessee
$328K – – –
HP
592
Highlander Partners
Texas
$327K – – –
BBHC
593
Brown Brothers Harriman & Co
New York
$325K – – –
CA
594
Claro Advisors
Massachusetts
$325K +$337K +2,346 New
SFS
595
Summit Financial Strategies
Ohio
$322K -$3.31K -23 -1%
BIG
596
Brooklyn Investment Group
New York
$320K +$333K +2,316 New
IWMA
597
Ironwood Wealth Management (Arizona)
Arizona
$317K +$1.87K +13 +0.6%
MMH
598
Menora Mivtachim Holdings
Israel
$317K – – –
RIA
599
Regal Investment Advisors
Michigan
$316K -$79.9K -556 -20%
EFS
600
Essex Financial Services
Connecticut
$316K – – –
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