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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
226
Aspiriant LLC
California
$349K – – –
RBC
227
Roble Belko & Company
Pennsylvania
$345K -$13.7K -247 -4%
FCFC
228
First Commonwealth Financial Corp
Pennsylvania
$338K – – –
APP
229
Avantax Planning Partners
Iowa
$336K – – –
FCBT
230
First Citizens Bank & Trust
North Carolina
$333K +$30.3K +548 +10%
SSWM
231
Sheets Smith Wealth Management
North Carolina
$325K – – –
LIM
232
Loudon Investment Management
New Hampshire
$316K +$53.9K +975 +21%
PA
233
Procyon Advisors
Connecticut
$315K -$73.7K -1,333 -19%
WDL
234
Well Done LLC
Michigan
$314K – – –
SPC
235
Sigma Planning Corp
Michigan
$308K +$69.5K +1,257 +29%
DCM
236
Dimension Capital Management
Florida
$305K – – –
TIM
237
Tortoise Investment Management
New York
$300K – – –
CGFA
238
Colton Groome Financial Advisors
North Carolina
$300K +$300K +5,430 New
BEC
239
Blue Edge Capital
Virginia
$296K – – –
RWM
240
Reston Wealth Management
Virginia
$293K +$293K +5,306 New
RCAG
241
Rehmann Capital Advisory Group
Michigan
$292K +$1.16K +21 +0.4%
WWM
242
Windsor Wealth Management
Indiana
$284K – – –
FRA
243
Frank Rimerman Advisors
California
$279K – – –
CWM
244
Calamos Wealth Management
Illinois
$279K -$99.3K -1,796 -26%
BW
245
Bison Wealth
Georgia
$279K +$3.76K +68 +1%
RC
246
Roundview Capital
New Jersey
$278K – – –
FBFS
247
First Business Financial Services
Wisconsin
$275K – – –
GGS
248
Galvin Gaustad & Stein
Arizona
$274K -$23.7K -428 -8%
BCI
249
Brinker Capital Investments
Pennsylvania
$274K – – –
ECG
250
Edge Capital Group
Georgia
$268K – – –
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