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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
401
Trust Company
Kansas
$5.77K -$295 -6 -5%
EWM
402
EPG Wealth Management
Georgia
$5.76K – – –
WT
403
Washington Trust
Rhode Island
$5.51K – – –
FGAM
404
Financial Gravity Asset Management
Texas
$5.49K +$18.8K +382 New
BWL
405
Bogart Wealth LLC
Virginia
$4.63K – – –
CIR
406
Clear Investment Research
Georgia
$4.45K +$49 +1 +1%
ADL
407
Asset Dedication LLC
California
$4K – – –
HI
408
Harbour Investments
Wisconsin
$3.25K – – –
SS
409
Sunbelt Securities
Texas
$3.08K +$49 +1 +2%
GI
410
GS Investments
Minnesota
$3.02K – – –
HI
411
Horizon Investments
North Carolina
$1.62K -$886 -18 -35%
IFAM
412
Institutional & Family Asset Management
Colorado
$1.48K – – –
PK
413
Pflug Koory
Nebraska
$1.23K – – –
CSB
414
City State Bank
Iowa
$1K -$1.08K -22 -50%
NRG
415
Nemes Rush Group
Michigan
$443 +$443 +9 New
KFS
416
Kelly Financial Services
Massachusetts
$345 – – –
WC
417
Wexford Capital
Florida
– -$7.85M -161,018 Closed
FA
418
FDx Advisors
Illinois
– -$4.25M -93,392 Closed
WC
419
Wealth CMT
New Jersey
– -$4.47M -91,693 Closed
JWCA
420
J.W. Cole Advisors
Florida
– -$2.92M -59,847 Closed
TFCP
421
Twin Focus Capital Partners
Massachusetts
– -$798K -16,360 Closed
JPG
422
Jordan Park Group
California
– -$556K -11,406 Closed
AWS
423
Atria Wealth Solutions
New York
– -$515K -10,563 Closed
AAS
424
Avantax Advisory Services
Texas
– -$442K -9,064 Closed
AWE
425
Avidian Wealth Enterprises
Texas
– -$378K -7,741 Closed
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17
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