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ARTY

iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mascoma Wealth Management
New Hampshire
$129K +$11.9K +271 +10%
BAM
52
Belpointe Asset Management
Nevada
$122K +$306 +7 +0.2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$114K +$4.38K +100 +4%
GWM
54
Geneos Wealth Management
Colorado
$107K +$44 +1 +0%
US Bancorp
55
US Bancorp
Minnesota
$92K
JEST
56
JTC Employer Solutions Trustee
Jersey
$83K
AF
57
Advisornet Financial
Minnesota
$79K +$2.23K +51 +3%
IA
58
IFP Advisors
Florida
$72K +$41.1K +940 +118%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$71K +$22.8K +520 +43%
APA
60
American Portfolios Advisors
New York
$64.4K -$47.7K -1,091 -41%
COCM
61
Charter Oak Capital Management
New Hampshire
$60K
TF
62
TimeScale Financial
Massachusetts
$46K +$1.05K +24 +2%
MAM
63
Meeder Asset Management
Ohio
$44K
PA
64
Parallel Advisors
California
$42K +$1.18K +27 +3%
CTC
65
Central Trust Company
Missouri
$41K
GWS
66
Glassman Wealth Services
Virginia
$37K -$43.8K -1,000 -53%
CT
67
Caldwell Trust
Florida
$33.1K
EWM
68
Evermay Wealth Management
Virginia
$29K
TC
69
TAP Consulting
Missouri
$26K +$27.4K +625 New
AA
70
Ancora Advisors
Ohio
$24K -$75.7K -1,730 -75%
RG
71
Retirement Group
California
$24K
AF
72
Allworth Financial
California
$23K -$1.66K -38 -7%
FMP
73
Financial Management Professionals
Texas
$20K -$18.2K -415 -46%
PFA
74
Professional Financial Advisors
Nebraska
$20K +$10.4K +238 +100%
BCV
75
Banque Cantonale Vaudoise
Switzerland
$19K -$1.09K -25 -5%