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ARTY

iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$603K +$218K +6,758 +52%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$572K +$605K +18,733 New
RJA
28
Raymond James & Associates
Florida
$505K +$221K +6,855 +71%
SS
29
Sunbelt Securities
Texas
$482K -$174K -5,396 -25%
CPRC
30
Consolidated Portfolio Review Corp
New York
$470K -$17.2K -532 -3%
WA
31
Waddell & Associates
Tennessee
$440K +$252K +7,815 +118%
AWM
32
AE Wealth Management
Kansas
$439K +$263K +8,150 +131%
WGCA
33
Wolf Group Capital Advisors
Virginia
$399K -$226 -7 -0.1%
SFFS
34
Stonehage Fleming Financial Services
Jersey
$393K +$403K +12,500 +3,333%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$389K +$137K +4,250 +50%
KAS
36
Kestra Advisory Services
Texas
$386K +$154K +4,770 +61%
IAS
37
Insigneo Advisory Services
Florida
$382K +$6.88K +213 +2%
LWM
38
Lodestone Wealth Management
Washington
$367K -$13.4K -416 -3%
KA
39
Kovack Advisors
Florida
$345K +$77.5K +2,400 +27%
PWA
40
Phoenix Wealth Advisors
North Carolina
$338K +$7.33K +227 +2%
Mariner
41
Mariner
Kansas
$326K +$91.5K +2,835 +36%
CS
42
Credit Suisse
Switzerland
$312K
IWC
43
Integrated Wealth Concepts
Massachusetts
$305K +$322K +9,973 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$253K +$268K +8,300 New
Cerity Partners
45
Cerity Partners
New York
$251K +$265K +8,213 New
PAG
46
Private Advisor Group
New Jersey
$248K +$262K +8,112 New
BCM
47
Brookstone Capital Management
Illinois
$247K +$19.5K +605 +8%
RG
48
Retirement Group
California
$227K +$24.2K +750 +11%
WFA
49
WMG Financial Advisors
Tennessee
$202K +$2.74K +85 +1%
GJIA
50
Glass Jacobson Investment Advisors
Maryland
$175K +$25.3K +785 +16%