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ARTY

iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
Sunbelt Securities
Texas
$505K +$3.07K +86 +0.6%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$464K +$238K +6,661 +98%
CAN
28
Cetera Advisor Networks
California
$431K -$25K -699 -5%
Citadel Advisors
29
Citadel Advisors
Florida
$431K +$84.8K +2,376 +23%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$421K +$115K +3,215 +36%
CS
31
Credit Suisse
Switzerland
$395K
HighTower Advisors
32
HighTower Advisors
Illinois
$365K -$21.3K -597 -5%
LA
33
Latitude Advisors
Florida
$338K +$115K +3,226 +49%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$314K -$23.5K -657 -7%
CPO
35
Cerity Partners OCIO
New York
$286K
KTC
36
Kistler-Tiffany Companies
Pennsylvania
$266K
RCS
37
Retirement Capital Strategies
California
$241K -$4.62M -129,260 -94%
IFG
38
Independent Financial Group
California
$238K -$8.93K -250 -3%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$141K +$6.57K +184 +5%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$137K +$39.3K +1,100 +41%
PFS
41
Prospera Financial Services
Texas
$124K +$129K +3,599 New
MWM
42
Mascoma Wealth Management
New Hampshire
$101K -$6.14K -172 -6%
US Bancorp
43
US Bancorp
Minnesota
$76K
NC
44
NewSquare Capital
Pennsylvania
$64K +$66.8K +1,872 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$59K
COCM
46
Charter Oak Capital Management
New Hampshire
$59K +$9.36K +262 +18%
APA
47
American Portfolios Advisors
New York
$53.5K
IA
48
IFP Advisors
Florida
$52K +$13.5K +377 +22%
TF
49
TimeScale Financial
Massachusetts
$38K
AF
50
Advisornet Financial
Minnesota
$37K -$30.2K -845 -44%