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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
401
Chesapeake Asset Management
New York
$749K – – –
SW
402
Simplicity Wealth
New Jersey
$736K +$759K +10,755 New
LC
403
Lavelle Capital
California
$735K +$757K +10,733 New
KV
404
Kickstand Ventures
New York
$732K +$754K +10,695 New
RTC
405
Real Talk Capital
Tennessee
$730K -$395K -5,593 -34%
PEWA
406
Pacific Excel Wealth Advisors
California
$727K +$749K +10,616 New
EW
407
Evoke Wealth
California
$726K – – –
MWM
408
Meridian Wealth Management
Kentucky
$722K +$155K +2,201 +26%
AR
409
Apeiron RIA
Texas
$718K +$739K +10,480 New
PS
410
Principal Securities
Iowa
$717K +$203K +2,880 +38%
DCM
411
Dimension Capital Management
Florida
$708K +$266K +3,767 +57%
STA
412
Summit Trail Advisors
New York
$707K +$728K +10,319 New
FA
413
Flagstar Advisors
New York
$706K -$80.6K -1,142 -10%
CCWP
414
Cedar Cove Wealth Partners
Minnesota
$702K -$136K -1,930 -16%
SAI
415
Savvy Advisors Inc
New York
$700K -$71.6K -1,015 -9%
ISFAN
416
Investor's Fiduciary Advisor Network
Washington
$697K +$719K +10,193 New
PHWM
417
Palatine Hill Wealth Management
Michigan
$697K +$353 +5 +0%
MWA
418
MN Wealth Advisors
Kansas
$694K +$715K +10,142 New
SPC
419
Sigma Planning Corp
Michigan
$694K -$83.5K -1,183 -10%
PWM
420
Parkway Wealth Management
Texas
$687K +$672K +9,527 New
OE
421
October Effect
Virginia
$687K +$44.3K +628 +7%
BFG
422
Bleakley Financial Group
New Jersey
$686K +$706K +10,012 New
OA
423
Operose Advisors
Wisconsin
$683K +$256K +3,622 +57%
VWA
424
Visionary Wealth Advisors
Illinois
$683K +$284K +4,019 +68%
NCM
425
Next Capital Management
New York
$682K – – –
15 16
17
18 19