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ARTY

iShares Future AI & Tech ETF
ARTY

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
351
First Bancorp
Maine
$15.2K +$13.3K +200 New
IWM
352
IMG Wealth Management
Florida
$13.6K – – –
MHIP
353
Mountain Hill Investment Partners
New Jersey
$13K – – –
JFG
354
JDM Financial Group
Texas
$12.4K – – –
BBHC
355
Brown Brothers Harriman & Co
New York
$12.4K – – –
MCA
356
McGuire Capital Advisors
Oklahoma
$12.4K +$3.05K +46 +39%
TCOV
357
Trust Company of Vermont
Vermont
$12.2K +$10.6K +160 New
SG
358
Sankala Group
Colorado
$12.1K -$2.32K -35 -18%
HWM
359
HighMark Wealth Management
Minnesota
$12.1K +$10.5K +159 New
BWL
360
Bogart Wealth LLC
Virginia
$12K – – –
KFAS
361
Keating Financial Advisory Services
Kansas
$11.9K – – –
BC
362
Barrett & Company
Rhode Island
$11.4K – – –
WPA
363
West Paces Advisors
Georgia
$11.4K +$9.94K +150 New
RDFA
364
Ritter Daniher Financial Advisory
Ohio
$11.4K +$1.99K +30 +25%
HFS
365
Hantz Financial Services
Michigan
$11K – – –
VCM
366
Versant Capital Management
Arizona
$10.9K – – –
HWA
367
Heritage Wealth Advisors
Virginia
$9.68K +$4.97K +75 +144%
DF
368
Dunhill Financial
United Kingdom
$9.64K – – –
KFI
369
Key Financial Inc
Pennsylvania
$9.6K – – –
MDA
370
Minot DeBlois Advisors
Massachusetts
$9.52K – – –
PMIM
371
Prudent Man Investment Management
Colorado
$8.34K – – –
BAM
372
Bellevue Asset Management
Washington
$7.62K – – –
ADL
373
Asset Dedication LLC
California
$7.62K – – –
RWPA
374
Richard W. Paul & Associates
Michigan
$5.64K – – –
MWM
375
Mascoma Wealth Management
New Hampshire
$5.1K -$6.3K -95 -59%
13 14
15
16 17