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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
501
Soltis Investment Advisors
Utah
$450K +$77K +1,091 +20%
SCM
502
Seascape Capital Management
New Hampshire
$450K – – –
MCM
503
Maple Capital Management
Vermont
$449K -$33.9K -480 -7%
OCA
504
OpenArc Corporate Advisory
Georgia
$445K +$90.8K +1,287 +25%
MWP
505
Madison Wealth Partners
Wisconsin
$443K +$56.3K +798 +14%
NA
506
Nordwand Advisors
Pennsylvania
$434K +$12.3K +175 +3%
NPT
507
National Philanthropic Trust
Pennsylvania
$433K – – –
PAW
508
Plan A Wealth
Nebraska
$425K -$6.42K -91 -1%
PI
509
PFG Investments
New York
$421K +$433K +6,142 New
MCA
510
MSH Capital Advisors
Arizona
$420K +$433K +6,137 New
VFA
511
Valeo Financial Advisors
Indiana
$420K -$135K -1,913 -24%
GCM
512
Gables Capital Management
Florida
$418K – – –
BFIC
513
Bedell Frazier Investment Counselling
California
$416K +$22.9K +324 +6%
SF
514
Summit Financial
New Jersey
$415K +$428K +6,066 New
G
515
GenTrust
Florida
$411K – – –
SIG
516
Sargent Investment Group
Maryland
$407K +$419K +5,937 New
KIM
517
Karpus Investment Management
New York
$406K – – –
PF
518
PlanVest Financial
Maryland
$406K +$418K +5,923 New
FBFS
519
First Business Financial Services
Wisconsin
$404K – – –
SI
520
Saxon Interests
Texas
$394K – – –
TBWA
521
Three Bridge Wealth Advisors
California
$393K +$405K +5,740 New
MMA
522
Miracle Mile Advisors
California
$393K +$404K +5,734 New
FFM
523
Forum Financial Management
Illinois
$392K – – –
LC
524
Landaas & Company
Wisconsin
$388K – – –
ACA
525
Aptus Capital Advisors
Alabama
$385K +$265K +3,763 +202%
19 20
21
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