AIQ icon

Global X Artificial Intelligence & Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Crewe Advisors
Utah
$261K +$225K +3,771 +1,787%
TF
502
Trek Financial
Arizona
$260K +$237K +3,965 New
WDG
503
Wealth Dimensions Group
Ohio
$259K +$235K +3,946 New
FMWA
504
Forvis Mazars Wealth Advisors
Missouri
$256K +$233K +3,906 New
NDSI
505
Newman Dignan & Sheerar Inc
Rhode Island
$254K +$231K +3,870 New
MWM
506
Madrid Wealth Management
New Mexico
$251K +$228K +3,827 New
BFA
507
Beacon Financial Advisory
Ohio
$249K +$227K +3,798 New
IFPG
508
Intrepid Financial Planning Group
Indiana
$244K +$222K +3,717 New
SWM
509
SHP Wealth Management
Massachusetts
$243K +$35.3K +592 +19%
Envestnet Portfolio Solutions
510
Envestnet Portfolio Solutions
Illinois
$242K +$220K +3,688 New
FAG
511
Fortitude Advisory Group
Washington
$240K +$219K +3,665 New
AUB
512
Atlantic Union Bankshares
Virginia
$239K +$164K +2,750 +310%
SEIA
513
Signature Estate & Investment Advisors
California
$238K +$217K +3,631 New
RFG
514
Range Financial Group
Oregon
$237K +$215K +3,606 New
WI
515
Westbourne Investments
Virginia
$236K +$215K +3,600 New
MWM
516
Meridian Wealth Management
Kentucky
$233K +$212K +3,559 New
SAW
517
Signal Advisors Wealth
Michigan
$232K +$211K +3,532 New
ACM
518
Advisors Capital Management
New Jersey
$231K +$210K +3,522 New
BFG
519
Beacon Financial Group
Texas
$230K +$210K +3,511 New
IC
520
IEQ Capital
California
$230K +$209K +3,500 New
TCA
521
Trifecta Capital Advisors
Illinois
$228K – – –
BJL
522
Brighton Jones LLC
Washington
$228K +$208K +3,478 New
KWS
523
Keystone Wealth Services
California
$228K +$207K +3,477 New
GWM
524
GK Wealth Management
Nevada
$228K +$207K +3,469 New
PAS
525
PKS Advisory Services
New York
$227K +$206K +3,457 New