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ARTY

iShares Future AI & Tech ETF
ARTY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
151
Key Financial Inc
Pennsylvania
$4.31K – – –
ADL
152
Asset Dedication LLC
California
$3.42K – – –
HR
153
Howe & Rusling
New York
$3.42K – – –
NMM
154
Naples Money Management
Florida
$3.42K – – –
SWM
155
Spire Wealth Management
Virginia
$3.42K +$3.32K +100 New
CFG
156
Copley Financial Group
California
$3.25K +$3.15K +95 New
VWWMG
157
Vermillion & White Wealth Management Group
Pennsylvania
$2.84K – – –
ACA
158
Aptus Capital Advisors
Alabama
$1.71K – – –
LFG
159
Larson Financial Group
Missouri
$1.61K – – –
BCMLT
160
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K – – –
PPA
161
Painted Porch Advisors
California
$1.06K – – –
AA
162
AlphaMark Advisors
Kentucky
$1K – – –
BWL
163
Bogart Wealth LLC
Virginia
$959 – – –
TWC
164
TD Waterhouse Canada
Ontario, Canada
$668 +$664 +20 New
SC
165
Stephens Consulting
Michigan
$617 – – –
CA
166
Clearstead Advisors
Ohio
$411 – – –
LWA
167
Lowe Wealth Advisors
Maryland
$377 +$365 +11 New
PFM
168
Phillips Financial Management
Indiana
$342 – – –
GF
169
Gimbal Financial
Indiana
– -$8.19M -238,821 Closed
IUHSA
170
Itau Unibanco Holding S.A.
Brazil
– -$1.7M -55,000 Closed
SFC
171
Strategic Financial Concepts
Texas
– -$34K -26,757 Closed
WWM
172
WJ Wealth Management
Arizona
– -$513K -15,456 Closed
LWM
173
Lodestone Wealth Management
Washington
– -$342K -10,294 Closed
WWG
174
West Wealth Group
California
– -$282K -8,506 Closed
JIR
175
James Investment Research
Ohio
– -$243K -7,315 Closed
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