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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
576
HM Payson & Co
Maine
$268K – – –
RIA
577
Regal Investment Advisors
Michigan
$268K +$276K +3,914 New
OFG
578
Opulen Financial Group
Virginia
$266K +$8.11K +115 +3%
EAM
579
Empirical Asset Management
Massachusetts
$262K +$270K +3,832 New
AIM
580
Archer Investment Management
Texas
$258K -$2.47K -35 -0.9%
FFBTD
581
First Financial Bank - Trust Division
Ohio
$257K +$7.34K +104 +3%
DACG
582
Donor Advised Charitable Giving
California
$257K -$19.7K -279 -7%
B
583
Bensler
Washington
$255K – – –
JSAM
584
J. Safra Asset Management
New York
$255K -$1.2K -17 -0.5%
WFA
585
Wellspring Financial Advisors
Ohio
$254K +$262K +3,715 New
CAM
586
Councilmark Asset Management
Tennessee
$250K – – –
CAM
587
Cozad Asset Management
Illinois
$246K +$38.9K +551 +18%
OFS
588
OneAscent Financial Services
Alabama
$245K +$252K +3,573 New
RP
589
Riverwater Partners
Wisconsin
$243K -$3.1K -44 -1%
LOWM
590
Laurel Oak Wealth Management
New Jersey
$243K – – –
GFA
591
Gallagher Fiduciary Advisors
Illinois
$242K +$250K +3,538 New
SIC
592
Sterling Investment Counsel
New York
$242K – – –
SSCA
593
South Shore Capital Advisors
Massachusetts
$240K +$34.1K +484 +16%
FCM
594
Fogel Capital Management
Florida
$235K – – –
BM
595
Berman McAleer
Maryland
$233K – – –
IFA
596
Interactive Financial Advisors
Illinois
$230K -$6.7K -95 -3%
CFG
597
Citizens Financial Group
Rhode Island
$229K – – –
SA
598
Sovran Advisors
California
$228K +$218K +3,096 New
TCIIS
599
TIAA-CREF Individual & Institutional Services
New York
$225K +$232K +3,289 New
AAM
600
Aureus Asset Management
Massachusetts
$223K +$230K +3,258 New
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