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Dan IVES Wedbush AI Revolution ETF
IVES

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Runnymede Capital Advisors
76
Runnymede Capital Advisors
Ohio
USD 286 k – – –
Seelaus Asset Management
77
Seelaus Asset Management
New Jersey
USD 281 k – – –
Forvis Mazars Wealth Advisors
78
Forvis Mazars Wealth Advisors
Missouri
USD 248 k +USD 229 k +6,500 Nuevas
Valmark Advisers
79
Valmark Advisers
Ohio
USD 245 k +USD 226 k +6,419 Nuevas
Integrated Investment Consultants
80
Integrated Investment Consultants
Michigan
USD 241 k +USD 223 k +6,334 Nuevas
Morgan Stanley
81
Morgan Stanley
New York
USD 239 k +USD 77.8 k +2,210 +54%
American Financial Advisors
82
American Financial Advisors
Georgia
USD 232 k +USD 214 k +6,080 Nuevas
ClientFirst Wealth Management
83
ClientFirst Wealth Management
Arkansas
USD 229 k +USD 211 k +6,000 Nuevas
Clear Point Advisors
84
Clear Point Advisors
New York
USD 221 k +USD 204 k +5,792 Nuevas
Y-Intercept (HK)
85
Y-Intercept (HK)
Hong Kong
USD 217 k +USD 200 k +5,688 Nuevas
Wealth Alliance
86
Wealth Alliance
New York
USD 213 k +USD 197 k +5,585 Nuevas
Kingswood Wealth Advisors
87
Kingswood Wealth Advisors
California
USD 212 k +USD 196 k +5,554 Nuevas
Redhawk Wealth Advisors
88
Redhawk Wealth Advisors
Minnesota
USD 208 k +USD 192 k +5,460 Nuevas
Prime Capital Investment Advisors
89
Prime Capital Investment Advisors
Kansas
USD 204 k +USD 188 k +5,342 Nuevas
SlateStone Wealth
90
SlateStone Wealth
Florida
USD 202 k +USD 186 k +5,295 Nuevas
IAIM
91
International Assets Investment Management
Florida
USD 147 k -USD 81 k -2,300 -37%
TD Waterhouse Canada
92
TD Waterhouse Canada
Ontario, Canada
USD 137 k -USD 7.15 M -203,125 -98%
Newbridge Financial Services Group
93
Newbridge Financial Services Group
Florida
USD 119 k – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
USD 118 k +USD 24.7 k +700 +29%
Cascades Capital Asset Management
95
Cascades Capital Asset Management
North Carolina
USD 115 k +USD 106 k +3,006 Nuevas
Centaurus Financial
96
Centaurus Financial
California
USD 107 k +USD 98.6 k +2,800 Nuevas
Innovative Asset Advisors Group
97
Innovative Asset Advisors Group
Connecticut
USD 103 k -USD 3.52 k -100 -4%
Institute for Wealth Management
98
Institute for Wealth Management
Colorado
USD 89.6 k -USD 224 k -6,351 -73%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
USD 89.4 k +USD 3.38 k +96 +4%
Beacon Investment Advisory Services
100
Beacon Investment Advisory Services
New Jersey
USD 60.6 k – – –
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