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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
401
Cahill Financial Advisors
Minnesota
$753K – – –
FPAS
402
Focus Partners Advisor Solutions
Missouri
$750K +$547K +7,755 +243%
CAM
403
Chesapeake Asset Management
New York
$749K – – –
SW
404
Simplicity Wealth
New Jersey
$736K +$759K +10,755 New
LC
405
Lavelle Capital
California
$735K +$757K +10,733 New
KV
406
Kickstand Ventures
New York
$732K +$754K +10,695 New
RTC
407
Real Talk Capital
Tennessee
$730K -$395K -5,593 -34%
PEWA
408
Pacific Excel Wealth Advisors
California
$727K +$749K +10,616 New
EW
409
Evoke Wealth
California
$726K – – –
MWM
410
Meridian Wealth Management
Kentucky
$722K +$155K +2,201 +26%
AR
411
Apeiron RIA
Texas
$718K +$739K +10,480 New
PS
412
Principal Securities
Iowa
$717K +$203K +2,880 +38%
DCM
413
Dimension Capital Management
Florida
$708K +$266K +3,767 +57%
STA
414
Summit Trail Advisors
New York
$707K +$728K +10,319 New
FA
415
Flagstar Advisors
New York
$706K -$80.6K -1,142 -10%
CCWP
416
Cedar Cove Wealth Partners
Minnesota
$702K -$136K -1,930 -16%
SAI
417
Savvy Advisors Inc
New York
$700K -$71.6K -1,015 -9%
ISFAN
418
Investor's Fiduciary Advisor Network
Washington
$697K +$719K +10,193 New
PHWM
419
Palatine Hill Wealth Management
Michigan
$697K +$353 +5 +0%
MWA
420
MN Wealth Advisors
Kansas
$694K +$715K +10,142 New
SPC
421
Sigma Planning Corp
Michigan
$694K -$83.5K -1,183 -10%
PWM
422
Parkway Wealth Management
Texas
$687K +$672K +9,527 New
OE
423
October Effect
Virginia
$687K +$44.3K +628 +7%
BFG
424
Bleakley Financial Group
New Jersey
$686K +$706K +10,012 New
OA
425
Operose Advisors
Wisconsin
$683K +$256K +3,622 +57%
15 16
17
18 19