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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
576
Convergence Financial
Missouri
$336K +$329K +4,418 New
LFG
577
Larson Financial Group
Missouri
$336K +$3.79K +51 +1%
RCAG
578
Rehmann Capital Advisory Group
Michigan
$335K – – –
TIM
579
Tortoise Investment Management
New York
$333K -$29.8K -400 -8%
CIM
580
Capital Investment Management
Missouri
$332K +$103K +1,389 +47%
EFS
581
Essex Financial Services
Connecticut
$332K +$595 +8 +0.2%
KFS
582
Kaizen Financial Strategies
California
$331K – – –
ACP
583
Aviance Capital Partners
Florida
$328K +$3.5K +47 +1%
BSAM
584
Blue Square Asset Management
New York
$312K – – –
LCP
585
Larch Capital Partners
Florida
$310K +$744 +10 +0.2%
SWM
586
SigFig Wealth Management
California
$308K +$72.2K +971 +31%
CAM
587
Cozad Asset Management
Illinois
$307K +$33.1K +445 +12%
KF
588
Kelsey Financial
California
$307K -$11.4K -153 -4%
TPCW
589
TD Private Client Wealth
New York
$306K -$9.45K -127 -3%
OFG
590
Opulen Financial Group
Virginia
$305K +$9.23K +124 +3%
SWA
591
Sax Wealth Advisors
New Jersey
$302K – – –
KWA
592
Kingswood Wealth Advisors
California
$302K -$6.92K -93 -2%
DACG
593
Donor Advised Charitable Giving
California
$300K +$14.4K +194 +5%
FPTW
594
Franklin, Parlapiano, Turner & Welch
Texas
$299K – – –
EI
595
Ellevest Inc
New York
$295K +$289K +3,882 New
IWS
596
Insight Wealth Strategies
California
$291K +$289K +3,878 New
CPIG
597
Chicago Partners Investment Group
Illinois
$288K +$9.3K +125 +3%
FFBTD
598
First Financial Bank - Trust Division
Ohio
$286K – – –
B
599
Bensler
Washington
$286K +$2.01K +27 +0.7%
WFA
600
Wellspring Financial Advisors
Ohio
$286K +$3.05K +41 +1%
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