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iShares MSCI ACWI ETF
ACWI

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
201
Zurich Insurance Group
Switzerland
$5.77M -$1.48M -10,300 -20%
LF
202
Lee Financial
Texas
$5.65M -$69.4K -483 -1%
RIS
203
Retirement Income Solutions
Michigan
$5.62M -$65K -452 -1%
AM
204
Atwater Malick
Pennsylvania
$5.57M +$134K +932 +2%
UBP
205
Union Bancaire Privee
Switzerland
$5.52M +$1.17M +8,138 +30%
EWA
206
EP Wealth Advisors
California
$5.48M -$12.4K -86 -0.2%
BP
207
Ballentine Partners
Massachusetts
$5.46M -$77K -536 -1%
PA
208
Pinnacle Associates
New York
$5.42M +$450K +3,128 +9%
VCM
209
Vivaldi Capital Management
Illinois
$5.4M +$224K +1,557 +4%
ASN
210
Advisory Services Network
Georgia
$5.27M +$39K +271 +0.7%
PWMAG
211
Pinnacle Wealth Management Advisory Group
New Jersey
$5.26M +$450K +3,128 +9%
HCC
212
Hirtle Callaghan & Co
Pennsylvania
$5.24M +$3.02M +21,042 +125%
AO
213
Advisor OS
Illinois
$5.12M +$95.3K +663 +2%
PA
214
Procyon Advisors
Connecticut
$5.1M -$71.9K -500 -1%
SCM
215
SCS Capital Management
Massachusetts
$5.09M -$278K -1,936 -5%
KP
216
Keel Point
Alabama
$5.06M +$216K +1,503 +4%
AC
217
AlphaCore Capital
California
$5.02M +$24K +167 +0.5%
EF
218
Empowered Funds
Pennsylvania
$4.92M +$5.12M +35,588 New
DT
219
Diversified Trust
Tennessee
$4.9M -$144 -1 -0%
BU
220
Brown University
Rhode Island
$4.9M +$5.09M +35,400 New
HAG
221
HighPoint Advisor Group
Illinois
$4.89M -$10.2K -71 -0.2%
FC
222
Financial Council
Maryland
$4.81M +$5.61K +39 +0.1%
B
223
Barings
North Carolina
$4.76M +$139K +966 +3%
HIIFS
224
Harel Insurance Investments & Financial Services
Israel
$4.73M +$1.74M +12,100 +55%
IPW
225
Intergy Private Wealth
Colorado
$4.55M – – –
7 8
9
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