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ARTY

iShares Future AI & Tech ETF
ARTY

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$609K +$609K +12,630 New
PTP
102
Platform Technology Partners
New York
$606K +$42.7K +886 +8%
IAS
103
Insigneo Advisory Services
Florida
$604K +$34.8K +721 +6%
GJIA
104
Glass Jacobson Investment Advisors
Maryland
$601K -$123K -2,561 -17%
WWA
105
WCG Wealth Advisors
Nevada
$588K +$2.7K +56 +0.5%
PA
106
PFG Advisors
Arizona
$584K -$33.3K -691 -5%
EIP
107
Ellis Investment Partners
Pennsylvania
$564K +$564K +11,702 New
FFG
108
Fiduciary Financial Group
California
$555K -$7.47K -155 -1%
AWA
109
Amplius Wealth Advisors
Pennsylvania
$543K -$289K -6,005 -35%
USCWA
110
U.S. Capital Wealth Advisors
Texas
$541K +$542K +11,239 New
AG
111
Advocate Group
Minnesota
$533K +$209K +4,335 +65%
KFG
112
Kingdom Financial Group
Arizona
$531K +$531K +11,024 New
KWA
113
Kingswood Wealth Advisors
California
$522K +$522K +10,836 New
EFG
114
Ehrlich Financial Group
California
$514K +$56.2K +1,165 +12%
BWM
115
BCS Wealth Management
Tennessee
$496K +$496K +10,294 New
FOR
116
Family Office Research
Maryland
$496K -$7.86K -163 -2%
APWA
117
Atlas Private Wealth Advisors
New Jersey
$492K – – –
SFFS
118
Stonehage Fleming Financial Services
Jersey
$482K – – –
OPF
119
Old Peak Finance
North Carolina
$457K +$457K +9,488 New
FFA
120
Farther Finance Advisors
California
$451K -$13.5K -281 -3%
AAS
121
Ameritas Advisory Services
Nebraska
$451K +$451K +9,351 New
HWM
122
HB Wealth Management
Georgia
$447K +$30.7K +636 +7%
GRP
123
Global Retirement Partners
California
$441K +$65K +1,349 +17%
MC
124
Matisse Capital
Oregon
$435K -$190K -3,942 -30%
SFA
125
Sequoia Financial Advisors
Ohio
$424K +$424K +8,806 New
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