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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
301
WealthShield Partners
North Carolina
$212K -$2.37K -49 -1%
SSCA
302
South Shore Capital Advisors
Massachusetts
$212K – – –
B
303
Bensler
Washington
$211K +$4.11K +85 +2%
AL
304
Aspiriant LLC
California
$210K -$80.5K -1,663 -26%
CA
305
Cetera Advisors
Colorado
$209K +$1.65K +34 +0.7%
SWA
306
Stratos Wealth Advisors
Ohio
$209K +$30.8K +636 +16%
WPWM
307
Western Pacific Wealth Management
Illinois
$208K – – –
CWP
308
Curated Wealth Partners
California
$204K +$220K +4,535 New
RCAG
309
Rehmann Capital Advisory Group
Michigan
$204K +$4.16K +86 +2%
AWE
310
Avidian Wealth Enterprises
Texas
$202K +$20.5K +423 +10%
MA
311
Montag & Associates
Georgia
$199K -$3.87K -80 -2%
BW
312
Bison Wealth
Georgia
$182K – – –
DWP
313
Destiny Wealth Partners
Florida
$172K -$24.4K -505 -12%
HBW
314
Hazlett, Burt & Watson
West Virginia
$172K +$1.94K +40 +1%
AWM
315
Angeles Wealth Management
California
$162K – – –
PTC
316
Private Trust Company
Ohio
$156K -$36.8K -760 -18%
MBFW
317
Morton Brown Family Wealth
Pennsylvania
$156K – – –
RBC
318
Roble Belko & Company
Pennsylvania
$154K -$27.5K -569 -14%
HCA
319
Heck Capital Advisors
Wisconsin
$143K -$155K -3,210 -50%
MA
320
MCF Advisors
Kentucky
$131K – – –
CHC
321
City Holding Co
West Virginia
$130K -$20.3K -420 -13%
LWA
322
Lowe Wealth Advisors
Maryland
$129K +$21.6K +447 +19%
EWA
323
EP Wealth Advisors
California
$113K -$578K -11,950 -83%
OA
324
Operose Advisors
Wisconsin
$113K – – –
MCC
325
Money Concepts Capital
Florida
$111K -$48.2K -996 -29%
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13
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