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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
426
Visionary Wealth Advisors
Illinois
$683K +$284K +4,019 +68%
NCM
427
Next Capital Management
New York
$682K – – –
WA
428
WBH Advisory
Maryland
$675K +$26.1K +370 +4%
MFG
429
Magnus Financial Group
New York
$667K +$260K +3,688 +61%
WN
430
Williams & Novak
California
$664K – – –
ML
431
McAdam LLC
Pennsylvania
$663K – – –
MCM
432
MAI Capital Management
Ohio
$658K +$36.3K +514 +6%
SW
433
SlateStone Wealth
Florida
$657K +$122K +1,736 +22%
CGFA
434
Colton Groome Financial Advisors
North Carolina
$649K -$55.7K -789 -8%
SG
435
StoneX Group
New York
$647K +$177K +2,509 +35%
LWA
436
Lantern Wealth Advisors
New York
$646K +$666K +9,442 New
LFAS
437
Level Four Advisory Services
Texas
$646K – – –
GCA
438
Greenwood Capital Associates
South Carolina
$642K +$661K +9,370 New
PTC
439
Philadelphia Trust Company
Pennsylvania
$624K – – –
SAG
440
SageView Advisory Group
California
$617K -$705 -10 -0.1%
CFB
441
Cullen/Frost Bankers
Texas
$608K +$538K +7,632 +611%
CG
442
Cynosure Group
Utah
$602K – – –
NEPPG
443
New England Professional Planning Group
Rhode Island
$600K – – –
VA
444
Vident Advisory
Georgia
$595K -$20.2K -286 -3%
SOW
445
State of Wyoming
Wyoming
$594K -$2.31M -32,697 -79%
JAA
446
Joel Adams & Associates
North Carolina
$592K – – –
SWM
447
Silverlake Wealth Management
Vermont
$591K +$292K +4,144 +92%
O3W
448
Omni 360 Wealth
New Jersey
$591K +$609K +8,629 New
IP
449
Indivisible Partners
Florida
$590K -$25.3K -358 -4%
MA
450
Mutual Advisors
Nebraska
$583K +$287K +4,066 +92%
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