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ARTY

iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.38M +$302K +8,316 +29%
Wells Fargo
27
Wells Fargo
California
$1.33M +$227K +6,248 +21%
CCA
28
Cora Capital Advisors
New Jersey
$1.28M -$25.8K -711 -2%
BCM
29
Brookstone Capital Management
Illinois
$1.15M -$46.5K -1,281 -4%
WA
30
Waddell & Associates
Tennessee
$1.14M
CIG
31
Cascade Investment Group
Colorado
$1.09M -$18.2K -500 -2%
HHRDM
32
H&H Retirement Design & Management
Nevada
$1.04M -$149K -4,090 -13%
SA
33
Strategic Advocates
Utah
$1.03M +$177K +4,868 +21%
TFGT
34
TS Financial Group (TSFG)
Illinois
$1.02M +$23.3K +642 +2%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$1M +$618 +17 +0.1%
KAS
36
Kestra Advisory Services
Texas
$963K +$116K +3,182 +14%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$874K +$603K +16,606 +238%
PWA
38
Phoenix Wealth Advisors
North Carolina
$867K +$727 +20 +0.1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$850K +$139K +3,821 +20%
CC
40
Copperleaf Capital
North Carolina
$811K +$795K +21,889 New
APWA
41
Atlas Private Wealth Advisors
New Jersey
$739K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$721K -$4.19M -115,213 -86%
SA
43
Sanctuary Advisors
Indiana
$661K +$23.8K +656 +4%
AWS
44
Atria Wealth Solutions
New York
$651K +$33.4K +920 +6%
Corient Private Wealth
45
Corient Private Wealth
Florida
$651K -$297K -8,187 -32%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$648K -$158K -4,350 -20%
PGFC
47
Peapack-Gladstone Financial Corp
New Jersey
$630K
AP
48
Advisors Preferred
Maryland
$604K +$589K +16,219 New
SWP
49
Stratos Wealth Partners
Ohio
$603K -$10.7K -294 -2%
OIA
50
OneDigital Investment Advisors
Kansas
$567K -$73.5K -2,022 -12%