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ARTY

iShares Future AI & Tech ETF
ARTY

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
251
Barrett & Company
Rhode Island
$6.87K – – –
SFCL
252
Strengthening Families & Communities LLC
Massachusetts
$6.87K +$6.45K +150 New
VCM
253
Versant Capital Management
Arizona
$6.55K – – –
NS
254
NBC Securities
Alabama
$6.41K – – –
KFI
255
Key Financial Inc
Pennsylvania
$5.87K – – –
DF
256
Dunhill Financial
United Kingdom
$5.79K +$43 +1 +0.8%
NRG
257
Nemes Rush Group
Michigan
$5.63K +$5.29K +123 New
TWM
258
Tripletail Wealth Management
Florida
$5.63K +$4.94K +115 New
WA
259
WPG Advisers
Maryland
$4.99K +$4.68K +109 New
ADL
260
Asset Dedication LLC
California
$4.58K – – –
BAM
261
Bellevue Asset Management
Washington
$4.58K +$4.3K +100 New
RFP
262
Root Financial Partners
California
$4.17K +$3.91K +91 New
AIM
263
Anchor Investment Management
South Carolina
$3.43K – – –
PWAM
264
Private Wealth Asset Management
Iowa
$2.75K – – –
VWM
265
Vermillion Wealth Management
Minnesota
$2.75K – – –
PGAM
266
Princeton Global Asset Management
New Jersey
$2.52K – – –
HWA
267
Heritage Wealth Advisors
Virginia
$2.33K +$2.19K +51 New
LFG
268
Larson Financial Group
Missouri
$2.15K – – –
AG
269
AmeriFlex Group
Nevada
$2.11K +$988 +23 +100%
CAL
270
Capital Analysts LLC
Pennsylvania
$2K +$1.93K +45 New
EB
271
Eastern Bank
Massachusetts
$1.37K – – –
PWM
272
Proathlete Wealth Management
Florida
$824 +$215 +5 +38%
SC
273
Stephens Consulting
Michigan
$779 – – –
CA
274
Clearstead Advisors
Ohio
$551 – – –
LWA
275
Lowe Wealth Advisors
Maryland
$504 – – –
8 9 10
11
12