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ARTY

iShares Future AI & Tech ETF
ARTY

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
126
Beacon Pointe Advisors
California
$993K +$11.4K +172 +1%
CB
127
Community Bank
New York
$990K – – –
FWM
128
FFT Wealth Management
Pennsylvania
$984K +$508K +7,658 +145%
SCM
129
SCS Capital Management
Massachusetts
$956K -$35.5K -536 -4%
GJIA
130
Glass Jacobson Investment Advisors
Maryland
$930K -$22.7K -342 -3%
MC
131
Matisse Capital
Oregon
$918K +$217K +3,281 +37%
CFFP
132
Center for Financial Planning
Michigan
$905K +$330K +4,972 +72%
MWM
133
Meridian Wealth Management
Kentucky
$904K +$787K +11,873 New
EH
134
Equitable Holdings
New York
$887K +$166K +2,500 +27%
NL
135
NWAM LLC
Washington
$855K +$744K +11,227 New
FFG
136
Fiduciary Financial Group
California
$835K -$31.3K -472 -4%
CM
137
Columbus Macro
Pennsylvania
$834K +$96.3K +1,453 +15%
AWM
138
AE Wealth Management
Kansas
$816K -$15.2K -230 -2%
EIP
139
Ellis Investment Partners
Pennsylvania
$815K +$13.5K +203 +2%
KWS
140
Keystone Wealth Services
California
$813K +$156K +2,358 +28%
HG
141
Herbst Group
Connecticut
$807K -$1.66K -25 -0.2%
HWM
142
HB Wealth Management
Georgia
$783K -$16.2K -245 -2%
FOR
143
Family Office Research
Maryland
$777K +$133 +2 +0%
SFFS
144
Stonehage Fleming Financial Services
Jersey
$762K – – –
JFG
145
Jefferies Financial Group
New York
$759K +$16.1K +243 +2%
GWP
146
Gen-Wealth Partners
Michigan
$745K +$555K +8,367 +590%
GAA
147
Guardian Asset Advisors
Pennsylvania
$735K +$639K +9,648 New
CVA
148
Central Valley Advisors
California
$726K +$6.69K +101 +1%
OPF
149
Old Peak Finance
North Carolina
$723K – – –
AWA
150
Amplius Wealth Advisors
Pennsylvania
$713K -$60.6K -914 -9%
4 5
6
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