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iShares MSCI ACWI ex US ETF
ACWX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
151
SSI Investment Management
California
$6.85M -$1.24M -16,732 -16%
FMI
152
Factory Mutual Insurance
Massachusetts
$6.85M – – –
SHF
153
Stage Harbor Financial
Massachusetts
$6.71M +$6.77K +91 +0.1%
EH
154
Equitable Holdings
New York
$6.7M +$2.02M +27,207 +45%
BAM
155
Belpointe Asset Management
Nevada
$6.62M -$367K -4,932 -5%
LBC
156
Lowe Brockenbrough & Co
Virginia
$6.56M -$904K -12,150 -12%
GWP
157
Gen-Wealth Partners
Michigan
$6.55M +$1.11M +14,961 +21%
QCM
158
Quantinno Capital Management
New York
$6.46M +$2.15M +28,867 +52%
MG
159
Marex Group
$6.41M +$6.27M +84,232 New
WC
160
Waterloo Capital
Texas
$6.41M -$218K -2,927 -3%
SHWM
161
Smith & Howard Wealth Management
Georgia
$6.39M -$71K -954 -1%
CWM
162
Curtis Wealth Management
Nevada
$6.29M +$1.79M +24,085 +41%
IAS
163
Insigneo Advisory Services
Florida
$6.24M +$1.26M +16,927 +26%
MAM
164
Milestone Asset Management
Pennsylvania
$6.21M +$1.58M +21,297 +35%
HW
165
Hancock Whitney
Mississippi
$6.2M -$416K -5,586 -6%
AWM
166
Adams Wealth Management
Utah
$6.14M -$974K -13,091 -14%
CI
167
CacheTech Inc
Utah
$6.14M -$974K -13,091 -14%
IRP
168
Investment Research Partners
Pennsylvania
$6.12M +$263K +3,534 +5%
LWA
169
Lifelong Wealth Advisors
Minnesota
$6.11M +$5.97M +80,259 New
BW
170
BIP Wealth
Georgia
$6.05M +$3.44M +46,171 +139%
SCM
171
SummitPoint Capital Management
Colorado
$6.03M -$810K -10,890 -12%
EP
172
Ehrenkranz Partners
New York
$6.01M +$55.3K +743 +0.9%
P
173
&Partners
Tennessee
$6M +$2.19M +29,414 +61%
COI
174
Connable Office Inc
Michigan
$5.9M +$1.31M +17,569 +29%
BP
175
Ballentine Partners
Massachusetts
$5.79M – – –
5 6
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