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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
376
United Capital Financial Advisors
Texas
$874K +$438K +6,213 +95%
SWTS
377
Stonehaven Wealth & Tax Solutions
Wisconsin
$859K +$35.6K +505 +4%
PNAA
378
Pictet North America Advisors
Switzerland
$852K – – –
FSA
379
Fort Sheridan Advisors
Illinois
$850K +$876K +12,417 New
DAS
380
Dynamic Advisor Solutions
Arizona
$846K +$510K +7,230 +141%
SNB
381
Security National Bank
Nebraska
$842K +$72.9K +1,033 +9%
LWM
382
LongView Wealth Management
Georgia
$841K +$213K +3,018 +36%
OC
383
Oarsman Capital
Wisconsin
$839K -$60.7K -860 -7%
LCG
384
Lakeshore Capital Group
Illinois
$838K +$423 +6 +0%
USCWA
385
U.S. Capital Wealth Advisors
Texas
$829K +$515K +7,297 +152%
CFD
386
Creative Financial Designs
Indiana
$803K +$821K +11,635 +12,928%
ACM
387
Advance Capital Management
Michigan
$797K -$260K -3,689 -24%
BFA
388
Beacon Financial Advisory
Ohio
$797K +$821K +11,637 New
PWMAG
389
Pinnacle Wealth Management Advisory Group
New Jersey
$796K -$12.6K -178 -2%
AFG
390
ABLE Financial Group
Arizona
$795K – – –
WC
391
Weil Company
California
$795K +$170K +2,405 +26%
MT
392
Midwest Trust
Kansas
$790K +$23.9K +339 +3%
GC
393
Grimes & Company
Massachusetts
$784K +$255K +3,619 +46%
CP
394
Canopy Partners
Ohio
$783K – – –
IWC
395
Integrated Wealth Concepts
Massachusetts
$775K +$477K +6,756 +148%
SEIA
396
Signature Estate & Investment Advisors
California
$767K +$481K +6,817 +155%
EIP
397
Essential Investment Partners
Colorado
$767K -$106K -1,500 -12%
FA
398
Fiducient Advisors
Illinois
$766K – – –
AO
399
Advisor OS
Illinois
$765K +$789K +11,180 New
CBA
400
Coastal Bridge Advisors
Connecticut
$760K +$144K +2,035 +22%
14 15
16
17 18