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ARTY

iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$70.7K +$5K +150 +8%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$64.2K -$9.01K -270 -12%
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$63.3K +$167 +5 +0.3%
SS
104
Sunbelt Securities
Texas
$63.1K -$122K -3,658 -66%
GWM
105
Geneos Wealth Management
Colorado
$60.2K +$15.8K +475 +36%
BIM
106
Breakwater Investment Management
Washington
$59.8K
US Bancorp
107
US Bancorp
Minnesota
$59.2K -$49.1K -1,471 -45%
TFF
108
The Family Firm
Maryland
$56.8K +$57.1K +1,712 New
PA
109
Parallel Advisors
California
$56K -$4.84K -145 -8%
IA
110
IFP Advisors
Florida
$55.4K -$6.74K -202 -11%
FMII
111
Farmers & Merchants Investments Inc
Nebraska
$54.3K
ATC
112
Adirondack Trust Company
New York
$49.8K +$50K +1,500 New
RIA
113
Realta Investment Advisors
Delaware
$48.7K +$33.4K +1,000 +214%
CA
114
Continuum Advisory
Idaho
$39K
AF
115
Allworth Financial
California
$38.3K +$9.97K +299 +35%
TCM
116
TruNorth Capital Management
Michigan
$35K
CFFP
117
Center for Financial Planning
Michigan
$34.2K
SFC
118
Strategic Financial Concepts
Texas
$34K +$892K +26,757 New
SL
119
Salomon & Ludwin
Virginia
$32.6K
CIAS
120
Capital Investment Advisory Services
North Carolina
$28.8K
PP
121
PFS Partners
New Jersey
$26.6K +$100 +3 +0.4%
CT
122
Caldwell Trust
Florida
$26.6K
LIA
123
Lynx Investment Advisory
District of Columbia
$25K +$25.1K +753 New
EWM
124
Evermay Wealth Management
Virginia
$23.2K
MSG
125
Main Street Group
Virginia
$20.2K