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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
226
Bison Wealth
Georgia
$316K +$7.82K +164 +3%
FFN
227
Focus Financial Network
Minnesota
$315K -$152K -3,185 -33%
BCI
228
Brinker Capital Investments
Pennsylvania
$312K – – –
FSC
229
Full Sail Capital
Oklahoma
$306K – – –
PPA
230
Parametric Portfolio Associates
Washington
$303K +$294K +6,169 New
PCS
231
Personal CFO Solutions
New Jersey
$302K – – –
GCM
232
Gables Capital Management
Florida
$300K – – –
CB
233
Community Bank
New York
$295K – – –
MA
234
Montag & Associates
Georgia
$293K +$284K +5,959 New
GFS
235
GYL Financial Synergies
Connecticut
$289K -$9.82K -206 -3%
NPF
236
Norris Perne & French
Michigan
$286K – – –
VWM
237
Valley Wealth Managers
New Jersey
$285K – – –
AIA
238
Avalon Investment & Advisory
Texas
$279K +$9.39K +197 +4%
NC
239
NovaPoint Capital
Georgia
$272K +$264K +5,533 New
TIM
240
Tortoise Investment Management
New York
$268K -$1.43K -30 -0.5%
NAM
241
NorthCoast Asset Management
Connecticut
$267K +$27.8K +582 +12%
SWP
242
Stratos Wealth Partners
Ohio
$265K -$13.9K -292 -5%
CB
243
CNB Bank
Pennsylvania
$264K +$22.9K +481 +10%
UCFA
244
United Capital Financial Advisors
Texas
$257K +$7.77K +163 +3%
BHIA
245
Birch Hill Investment Advisors
Massachusetts
$256K -$81.1K -1,700 -25%
TCA
246
Transcend Capital Advisors
New Jersey
$254K +$247K +5,174 New
RC
247
Roundview Capital
New Jersey
$252K -$5.44K -114 -2%
EWF
248
Epstein & White Financial
California
$251K -$1.1K -23 -0.5%
FBFS
249
First Business Financial Services
Wisconsin
$245K – – –
WPW
250
Waldron Private Wealth
Pennsylvania
$238K +$24.1K +505 +12%
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