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iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Amplius Wealth Advisors
Pennsylvania
$713K -$60.6K -914 -9%
Belvedere Trading
152
Belvedere Trading
Illinois
$690K +$600K +9,054 New
KA
153
Kovack Advisors
Florida
$675K +$591K +8,918 New
BJL
154
Brighton Jones LLC
Washington
$671K -$88.9K -1,341 -13%
PS
155
Principal Securities
Iowa
$658K +$14.4K +217 +3%
SVWG
156
Shared Vision Wealth Group
United States
$617K – – –
LA
157
LexAurum Advisors
Kansas
$616K +$159K +2,406 +42%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$612K +$79.9K +1,205 +18%
GWM
159
Geneos Wealth Management
Colorado
$612K +$203K +3,057 +61%
TCWM
160
Total Clarity Wealth Management
Illinois
$611K -$5.83K -88 -1%
PAW
161
Plan A Wealth
Nebraska
$609K – – –
RIL
162
Rothschild Investment LLC
Illinois
$592K – – –
CPWM
163
Cypress Point Wealth Management
Texas
$588K +$265 +4 +0.1%
IWP
164
IAG Wealth Partners
Wisconsin
$587K +$79.6K +1,201 +18%
CCA
165
Clearwater Capital Advisors
Illinois
$579K +$143K +2,163 +40%
MMPW
166
Mitchell McLeod Pugh & Williams
Alabama
$570K +$12.9K +195 +3%
ASN
167
Advisory Services Network
Georgia
$567K +$40.6K +613 +9%
PA
168
PFG Advisors
Arizona
$563K -$253K -3,821 -34%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$555K +$154K +2,323 +47%
IP
170
Investment Partners
Ohio
$551K +$86.8K +1,309 +22%
CW
171
CreativeOne Wealth
Kansas
$541K +$104K +1,564 +28%
PWM
172
Partners Wealth Management
California
$534K -$13.3K -200 -3%
AWM
173
Apollon Wealth Management
South Carolina
$533K +$133 +2 +0%
TAM
174
Titleist Asset Management
Texas
$528K +$460K +6,939 New
JWCA
175
J.W. Cole Advisors
Florida
$524K +$98.8K +1,491 +28%