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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
251
Guidance Point Advisors
Massachusetts
$334K +$6.05K +125 +2%
RTS
252
Round Table Services
New Jersey
$332K – – –
AAS
253
Avantax Advisory Services
Texas
$330K +$5.47K +113 +2%
BFM
254
Boston Financial Management
Massachusetts
$330K +$355K +7,326 New
PAG
255
Private Advisor Group
New Jersey
$329K +$58.4K +1,206 +20%
VFA
256
Valeo Financial Advisors
Indiana
$326K – – –
PCIA
257
Prime Capital Investment Advisors
Kansas
$324K -$7.93M -163,834 -96%
GCM
258
Gables Capital Management
Florida
$320K – – –
RJT
259
Raymond James Trust
Florida
$320K – – –
WIC
260
Woodmont Investment Counsel
Tennessee
$320K – – –
CL
261
CPWM LLC
Washington
$318K +$6.34K +131 +2%
ES
262
Eagle Strategies
New York
$315K +$6.15K +127 +2%
SSWM
263
Sheets Smith Wealth Management
North Carolina
$310K +$48.4K +1,000 +17%
SFS
264
Summit Financial Strategies
Ohio
$307K – – –
IFA
265
Interactive Financial Advisors
Illinois
$307K +$17.6K +363 +6%
SWM
266
Southern Wealth Management
Texas
$303K -$4.78M -98,678 -94%
NHC
267
Nicholas Hoffman & Company
Georgia
$302K -$293K -6,047 -47%
FA
268
Flagstar Advisors
New York
$298K +$29.7K +614 +10%
LIM
269
Loudon Investment Management
New Hampshire
$297K -$16.4K -339 -5%
UCFA
270
United Capital Financial Advisors
Texas
$290K -$2.27K -47 -0.7%
AO
271
Advisor OS
Illinois
$283K +$304K +6,285 New
SB
272
Simmons Bank
Arkansas
$282K – – –
CCB
273
Country Club Bank
Missouri
$279K +$56.4K +1,165 +23%
RC
274
RegentAtlantic Capital
New Jersey
$278K +$299K +6,171 New
WDL
275
Well Done LLC
Michigan
$276K -$96.4K -1,991 -25%
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11
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