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iShares Future AI & Tech ETF
ARTY

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
126
Global Retirement Partners
California
$1M +$872K +13,154 New
BPA
127
Beacon Pointe Advisors
California
$993K +$11.4K +172 +1%
CB
128
Community Bank
New York
$990K – – –
FWM
129
FFT Wealth Management
Pennsylvania
$984K +$508K +7,658 +145%
SCM
130
SCS Capital Management
Massachusetts
$956K -$35.5K -536 -4%
GJIA
131
Glass Jacobson Investment Advisors
Maryland
$930K -$22.7K -342 -3%
MC
132
Matisse Capital
Oregon
$918K +$217K +3,281 +37%
CFFP
133
Center for Financial Planning
Michigan
$905K +$330K +4,972 +72%
MWM
134
Meridian Wealth Management
Kentucky
$904K +$787K +11,873 New
EH
135
Equitable Holdings
New York
$887K +$166K +2,500 +27%
NL
136
NWAM LLC
Washington
$855K +$744K +11,227 New
FFG
137
Fiduciary Financial Group
California
$835K -$31.3K -472 -4%
CM
138
Columbus Macro
Pennsylvania
$834K +$96.3K +1,453 +15%
AWM
139
AE Wealth Management
Kansas
$816K -$15.2K -230 -2%
EIP
140
Ellis Investment Partners
Pennsylvania
$815K +$13.5K +203 +2%
KWS
141
Keystone Wealth Services
California
$813K +$156K +2,358 +28%
HG
142
Herbst Group
Connecticut
$807K -$1.66K -25 -0.2%
HWM
143
HB Wealth Management
Georgia
$783K -$16.2K -245 -2%
FOR
144
Family Office Research
Maryland
$777K +$133 +2 +0%
SFFS
145
Stonehage Fleming Financial Services
Jersey
$762K – – –
JFG
146
Jefferies Financial Group
New York
$759K +$16.1K +243 +2%
GWP
147
Gen-Wealth Partners
Michigan
$745K +$555K +8,367 +590%
GAA
148
Guardian Asset Advisors
Pennsylvania
$735K +$639K +9,648 New
CVA
149
Central Valley Advisors
California
$726K +$6.69K +101 +1%
OPF
150
Old Peak Finance
North Carolina
$723K – – –
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6
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