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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
351
McAdam LLC
Pennsylvania
$650K – – –
JSW
352
Journey Strategic Wealth
New Jersey
$649K +$335K +5,050 +109%
WN
353
Williams & Novak
California
$642K – – –
LFAS
354
Level Four Advisory Services
Texas
$633K +$4.57K +69 +0.7%
OE
355
October Effect
Virginia
$631K -$27.2K -410 -4%
WA
356
WBH Advisory
Maryland
$628K +$133 +2 +0%
SCM
357
Shelton Capital Management
Colorado
$626K +$618K +9,330 New
WC
358
Weil Company
California
$618K +$610K +9,199 New
PTC
359
Philadelphia Trust Company
Pennsylvania
$612K – – –
MCM
360
MAI Capital Management
Ohio
$611K +$109K +1,638 +22%
CBA
361
Coastal Bridge Advisors
Connecticut
$609K +$54.4K +821 +10%
SAG
362
SageView Advisory Group
California
$606K +$9.21K +139 +2%
IP
363
Indivisible Partners
Florida
$603K +$595K +8,978 New
VA
364
Vident Advisory
Georgia
$603K – – –
CG
365
Cynosure Group
Utah
$590K – – –
NEPPG
366
New England Professional Planning Group
Rhode Island
$588K +$4.7K +71 +0.8%
LWM
367
LongView Wealth Management
Georgia
$587K +$27.6K +417 +5%
JAA
368
Joel Adams & Associates
North Carolina
$580K -$5.37K -81 -0.9%
GFA
369
Gladwyn Financial Advisors
Virginia
$564K – – –
MWM
370
Meridian Wealth Management
Kentucky
$560K +$29.5K +445 +6%
ERIC
371
Eagle Rock Investment Company
Georgia
$557K – – –
CWM
372
Cahaba Wealth Management
Georgia
$550K +$8.48K +128 +2%
VFA
373
Valeo Financial Advisors
Indiana
$540K +$172K +2,603 +48%
CB
374
Commerce Bank
Missouri
$538K +$531K +8,013 New
DWT
375
Dorsey & Whitney Trust
South Dakota
$537K – – –
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15
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