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iShares Future AI & Tech ETF
ARTY

Name Holding Trade Value Shares
Change 		Change in
Stake
MDA
376
Minot DeBlois Advisors
Massachusetts
$9.52K – – –
PMIM
377
Prudent Man Investment Management
Colorado
$8.34K – – –
BAM
378
Bellevue Asset Management
Washington
$7.62K – – –
ADL
379
Asset Dedication LLC
California
$7.62K – – –
AIM
380
Anchor Investment Management
South Carolina
$5.71K – – –
RWPA
381
Richard W. Paul & Associates
Michigan
$5.64K – – –
MWM
382
Mascoma Wealth Management
New Hampshire
$5.1K -$6.3K -95 -59%
RF
383
Rossby Financial
Florida
$4.8K +$4.04K +61 +3,050%
RFA
384
Reyes Financial Architecture
California
$4.65K – – –
VWM
385
Vermillion Wealth Management
Minnesota
$4.57K – – –
CFG
386
CKW Financial Group
Hawaii
$4K +$3.98K +60 New
SWP
387
Strategic Wealth Partners
Ohio
$3.81K +$3.31K +50 New
ECA
388
Elevated Capital Advisors
Utah
$3.66K – – –
EF
389
Entrust Financial
Pennsylvania
$2.9K +$265 +4 +12%
EB
390
Eastern Bank
Massachusetts
$2.29K – – –
LF
391
LifeSteps Financial
California
$2.29K +$1.99K +30 New
HFG
392
Harborfront Financial Group
Michigan
$1.99K +$1.72K +26 New
PWM
393
Proathlete Wealth Management
Florida
$1.98K – – –
PGAM
394
Princeton Global Asset Management
New Jersey
$1.75K – – –
GWM
395
Gilpin Wealth Management
Colorado
$1.68K – – –
CI
396
Cordant Inc
Oregon
$1.14K +$994 +15 New
CA
397
Clearstead Advisors
Ohio
$917 – – –
PFM
398
Phillips Financial Management
Indiana
$762 – – –
RF
399
Roxbury Financial
New Jersey
$545 – – –
MWA
400
Medallion Wealth Advisors
Connecticut
$306 – – –
14 15
16
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