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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
126
Sage Financial Group
Pennsylvania
$6.69M +$349K +5,262 +6%
BTI
127
Blue Trust Inc
Georgia
$6.68M -$211K -3,182 -3%
LBC
128
Lowe Brockenbrough & Co
Virginia
$6.6M – – –
AWM
129
Adams Wealth Management
Utah
$6.26M -$157K -2,367 -2%
CI
130
CacheTech Inc
Utah
$6.26M -$157K -2,367 -2%
FMI
131
Factory Mutual Insurance
Massachusetts
$6.04M – – –
WC
132
Waterloo Capital
Texas
$5.94M +$47.5K +717 +0.8%
SHF
133
Stage Harbor Financial
Massachusetts
$5.92M -$3.44K -52 -0.1%
ACP
134
Arcus Capital Partners
Georgia
$5.89M +$4.81M +72,564 +476%
HW
135
Hancock Whitney
Mississippi
$5.77M – – –
CAS
136
Coppell Advisory Solutions
Texas
$5.68M +$256K +3,864 +5%
SHWM
137
Smith & Howard Wealth Management
Georgia
$5.68M -$216K -3,266 -4%
BCI
138
Brinker Capital Investments
Pennsylvania
$5.49M +$604K +9,113 +13%
AI
139
Atria Investments
North Carolina
$5.44M +$939K +14,165 +21%
CA
140
Clearstead Advisors
Ohio
$5.27M +$1.18M +17,810 +29%
BP
141
Ballentine Partners
Massachusetts
$5.11M +$5.1K +77 +0.1%
SPIA
142
Steward Partners Investment Advisory
New York
$5.09M +$4.79M +72,317 +2,069%
TAM
143
Todd Asset Management
Kentucky
$5.03M +$2.45M +37,021 +98%
CP
144
Clarendon Private
Massachusetts
$5.01M +$1.67M +25,188 +51%
LNWTC
145
Laird Norton Wetherby Trust Company
Washington
$4.98M +$4.91M +74,172 New
IRP
146
Investment Research Partners
Pennsylvania
$4.95M +$238K +3,593 +5%
RG
147
Rathbones Group
United Kingdom
$4.85M +$695K +10,485 +17%
S
148
SignatureFD
Georgia
$4.83M – – –
EP
149
Ehrenkranz Partners
New York
$4.79M +$21.9K +330 +0.5%
HAFS
150
Hapanowicz & Associates Financial Services
Pennsylvania
$4.78M -$366K -5,525 -7%
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