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ARTY

iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
26
Consolidated Portfolio Review Corp
New York
$526K -$28.9K -941 -6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$429K +$399K +12,997 New
MML Investors Services
28
MML Investors Services
Massachusetts
$412K -$35.3K -1,149 -8%
WGCA
29
Wolf Group Capital Advisors
Virginia
$412K
LWM
30
Lodestone Wealth Management
Washington
$411K -$8.97K -292 -2%
IAS
31
Insigneo Advisory Services
Florida
$407K +$102K +3,309 +37%
PWA
32
Phoenix Wealth Advisors
North Carolina
$359K +$333K +10,856 New
CS
33
Credit Suisse
Switzerland
$337K
Citigroup
34
Citigroup
New York
$333K +$195K +6,360 +171%
RJA
35
Raymond James & Associates
Florida
$319K +$297K +9,664 New
AWS
36
Atria Wealth Solutions
New York
$318K +$295K +9,610 New
KA
37
Kovack Advisors
Florida
$294K -$18.4K -600 -6%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$281K -$15.8K -515 -6%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$270K +$174K +5,657 +225%
KAS
40
Kestra Advisory Services
Texas
$260K -$130K -4,218 -35%
Mariner
41
Mariner
Kansas
$259K +$27.6K +899 +13%
BCM
42
Brookstone Capital Management
Illinois
$252K +$237K +7,701 New
BHPW
43
Beverly Hills Private Wealth
California
$245K +$228K +7,430 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$240K +$223K +7,267 New
KTC
45
Kistler-Tiffany Companies
Pennsylvania
$233K
RG
46
Retirement Group
California
$221K +$154K +5,000 +299%
WA
47
Waddell & Associates
Tennessee
$218K +$203K +6,606 New
WFA
48
WMG Financial Advisors
Tennessee
$215K +$200K +6,522 New
AWM
49
AE Wealth Management
Kansas
$205K +$191K +6,214 New
HighTower Advisors
50
HighTower Advisors
Illinois
$205K +$190K +6,194 New