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iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
276
Carr Financial Group
Massachusetts
$218K +$190K +2,860 New
OWA
277
Outlook Wealth Advisors
Texas
$215K +$187K +2,825 New
FSAG
278
Financial Solutions Advisory Group
Illinois
$212K +$193K +2,910 New
CGA
279
Crescent Grove Advisors
Illinois
$211K +$183K +2,765 New
CLOS
280
Compagnie Lombard Odier SCmA
Switzerland
$206K – – –
BHWM
281
Beaird Harris Wealth Management
Texas
$205K – – –
TCM
282
Traynor Capital Management
Pennsylvania
$205K +$178K +2,693 New
JEST
283
JTC Employer Solutions Trustee
Jersey
$201K -$45.3K -683 -21%
PA
284
Parallel Advisors
California
$200K -$5.3K -80 -3%
Simplex Trading
285
Simplex Trading
Illinois
$187K +$163K +2,458 New
CWP
286
Concord Wealth Partners
Virginia
$184K +$160K +2,419 New
TWC
287
TD Waterhouse Canada
Ontario, Canada
$177K +$3.78K +57 +2%
GWS
288
Glassman Wealth Services
Virginia
$169K – – –
Russell Investments Group
289
Russell Investments Group
United Kingdom
$168K -$10.1K -152 -6%
HHGA
290
Halbert Hargrove Global Advisors
California
$155K – – –
IAIM
291
International Assets Investment Management
Florida
$146K +$69.3K +1,045 +109%
T
292
Tidemark
California
$143K – – –
EAM
293
Eukles Asset Management
Ohio
$134K – – –
ACA
294
Aptus Capital Advisors
Alabama
$133K -$2.12K -32 -2%
FFO
295
Fortitude Family Office
Arizona
$129K – – –
CFD
296
Creative Financial Designs
Indiana
$129K +$66 +1 +0.1%
LWM
297
Lodestone Wealth Management
Washington
$124K -$16K -241 -13%
BIM
298
Breakwater Investment Management
Washington
$121K – – –
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$112K -$95.8K -1,446 -50%
AEPWM
300
Atlantic Edge Private Wealth Management
Florida
$111K – – –