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ARTY

iShares Future AI & Tech ETF
ARTY

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
226
Atlantic Edge Private Wealth Management
Florida
$67.7K +$73K +1,454 New
GWP
227
Gen-Wealth Partners
Michigan
$65.9K +$15.1K +300 +27%
BCWM
228
Bartlett & Co Wealth Management
Ohio
$63.5K – – –
AUB
229
Atlantic Union Bankshares
Virginia
$63.2K – – –
AF
230
Advisornet Financial
Minnesota
$59.6K +$12K +240 +23%
S
231
SignatureFD
Georgia
$55K +$652 +13 +1%
BCV
232
Banque Cantonale Vaudoise
Switzerland
$51K – – –
CIAS
233
Capital Investment Advisory Services
North Carolina
$49.6K +$12.5K +250 +31%
AAP
234
Arax Advisory Partners
Colorado
$48.7K -$16.1K -320 -23%
UBP
235
Union Bancaire Privee
Switzerland
$47.9K – – –
KFG
236
Kingdom Financial Group
Arizona
$47.4K -$502K -10,005 -91%
LAS
237
Lloyd Advisory Services
Georgia
$47.4K +$46K +916 +889%
PWA
238
Physician Wealth Advisors
Utah
$46.9K -$50 -1 -0.1%
RWM
239
Raffa Wealth Management
District of Columbia
$45.6K -$5.02K -100 -9%
IAIM
240
International Assets Investment Management
Florida
$45.5K -$10.5K -210 -18%
SFG
241
Strive Financial Group
Indiana
$44K – – –
MPG
242
My Portfolio Guide
California
$41K +$44.3K +882 New
KG
243
Kilter Group
New York
$39.6K – – –
IAAG
244
Innovative Asset Advisors Group
Connecticut
$39.5K +$42.7K +850 New
CT
245
Caldwell Trust
Florida
$37.2K – – –
WOSD
246
WFA of San Diego
California
$34.9K – – –
BTI
247
Blue Trust Inc
Georgia
$33.7K +$11K +219 +43%
WTA
248
Washington Trust Advisors
Massachusetts
$33.7K +$15.1K +300 +71%
PP
249
PFS Partners
New Jersey
$32.5K – – –
SA
250
Strategic Advocates
Utah
$30.4K -$2.07M -41,217 -98%
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