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ARTY

iShares Future AI & Tech ETF
ARTY

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$182M +$5.7M +85,943 +4%
Bank of America
2
Bank of America
North Carolina
$110M +$4.06M +61,275 +4%
LPL Financial
3
LPL Financial
California
$107M +$8.83M +133,288 +10%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$92.9M -$11.4M -171,607 -12%
HP
5
Hancock Prospecting
Australia
$80.4M – – –
WBG
6
Wharton Business Group
Pennsylvania
$70.5M -$1.59M -23,950 -3%
Wells Fargo
7
Wells Fargo
California
$64.7M +$48.6M +732,622 +624%
Ameriprise
8
Ameriprise
Minnesota
$64.6M -$5.63M -84,963 -9%
BlackRock
9
BlackRock
New York
$59.7M +$41.8M +631,054 +413%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$49.8M +$32.9M +497,066 +316%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$49.3M +$13.3M +200,523 +42%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$40.3M +$21.9M +330,471 +167%
Raymond James Financial
13
Raymond James Financial
Florida
$38.5M +$8.22M +124,013 +32%
Brown Advisory
14
Brown Advisory
Maryland
$33.2M +$3.15M +47,485 +12%
UBS Group
15
UBS Group
Switzerland
$30.8M +$4.85M +73,104 +22%
MML Investors Services
16
MML Investors Services
Massachusetts
$18.4M +$10.4M +156,729 +186%
Osaic Holdings
17
Osaic Holdings
Arizona
$16.6M +$2.43M +36,616 +20%
HighTower Advisors
18
HighTower Advisors
Illinois
$16.6M -$782K -11,797 -5%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$15.5M -$3.06M -46,150 -18%
SWP
20
Stratos Wealth Partners
Ohio
$13M -$3.8M -57,365 -25%
QC
21
Quadrature Capital
United Kingdom
$12.6M +$7.77M +117,275 +242%
SP
22
Stonebrook Private
Michigan
$11.6M -$3.28M -49,540 -25%
PAG
23
Private Advisor Group
New Jersey
$11.3M +$7.17M +108,251 +266%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$10.6M +$1.96M +29,635 +27%
NP
25
NorthRock Partners
Minnesota
$9.53M -$225K -3,394 -3%
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