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ARTY

iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
276
Phillips Financial Management
Indiana
$458
RF
277
Roxbury Financial
New Jersey
$327
MWA
278
Medallion Wealth Advisors
Connecticut
$184
BNP Paribas Financial Markets
279
BNP Paribas Financial Markets
France
$46 -$259K -6,022 -100%
TPBG
280
Turning Point Benefit Group
Maryland
$2 +$43 +1 New
Citadel Advisors
281
Citadel Advisors
Florida
-$3.65M -84,858 Closed
CC
282
Copperleaf Capital
North Carolina
-$957K -23,350 Closed
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
-$764K -18,636 Closed
GS
284
GTS Securities
Florida
-$458K -11,168 Closed
QC
285
Quadrature Capital
United Kingdom
-$354K -8,634 Closed
RIM
286
Rockbridge Investment Management
New York
-$286K -6,972 Closed
LWL
287
Leo Wealth LLC
Texas
-$208K -5,075 Closed
SWIG
288
Strategic Wealth Investment Group
Kentucky
-$166K -4,053 Closed
AC
289
AlphaCore Capital
California
-$88.6K -2,162 Closed
AAS
290
Ameritas Advisory Services
Nebraska
-$50.6K -1,234 Closed
TIM
291
Total Investment Management
Arizona
-$26.2K -639 Closed
AAP
292
Arax Advisory Partners
Colorado
-$22.4K -547 Closed
GC
293
Garde Capital
Washington
-$18.9K -460 Closed
WTFG
294
Wood Tarver Financial Group
Idaho
-$13K -322 Closed
PSFG
295
Park Square Financial Group
Georgia
-$9.35K -228 Closed
AP
296
Aspect Partners
Virginia
-$3.9K -95 Closed
BCMLT
297
Beacon Capital Management LLC (Tennessee)
Tennessee
-$1.64K -40 Closed
CW
298
Curio Wealth
Maryland
-$410 -10 Closed