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ARTY

iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$934K -$18.4K -547 -2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$929K -$176K -5,220 -16%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$918K -$1.2M -35,787 -57%
IF
29
Intrua Financial
Texas
$852K +$414K +12,310 +99%
HHRDM
30
H&H Retirement Design & Management
Nevada
$827K -$17.8K -530 -2%
PWA
31
Phoenix Wealth Advisors
North Carolina
$807K +$386K +11,489 +96%
CAN
32
Cetera Advisor Networks
California
$794K +$17.1K +509 +2%
Stifel Financial
33
Stifel Financial
Missouri
$774K +$507K +15,060 +202%
KAS
34
Kestra Advisory Services
Texas
$748K +$291K +8,643 +66%
WWM
35
WJ Wealth Management
Arizona
$675K -$154K -4,570 -19%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$673K -$41.7K -1,240 -6%
OIA
37
OneDigital Investment Advisors
Kansas
$602K +$589K +17,516 New
JP Morgan Chase
38
JP Morgan Chase
New York
$593K +$51.4K +1,527 +10%
Corient Private Wealth
39
Corient Private Wealth
Florida
$577K -$5.18K -154 -0.9%
AWS
40
Atria Wealth Solutions
New York
$567K +$41.2K +1,224 +8%
SWP
41
Stratos Wealth Partners
Ohio
$556K +$545K +16,188 New
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$550K
IAS
43
Insigneo Advisory Services
Florida
$538K +$106K +3,150 +25%
CPRC
44
Consolidated Portfolio Review Corp
New York
$506K +$40.9K +1,217 +9%
PI
45
PFG Investments
New York
$506K +$496K +14,741 New
SFFS
46
Stonehage Fleming Financial Services
Jersey
$482K +$96.7K +2,875 +23%
CIA
47
Concurrent Investment Advisors
Florida
$478K +$27.7K +824 +6%
LAS
48
Legacy Advisory Services
Pennsylvania
$450K +$441K +13,106 New
WGCA
49
Wolf Group Capital Advisors
Virginia
$432K
Comerica Bank
50
Comerica Bank
Texas
$417K +$17.2K +512 +4%