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ARTY

iShares Future AI & Tech ETF
ARTY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
151
Pacific Center for Financial Services
California
$9.65K – – –
TFA
152
Toth Financial Advisory
Virginia
$7.79K – – –
PSFG
153
Park Square Financial Group
Georgia
$7.41K +$7.27K +200 New
MCM
154
MAI Capital Management
Ohio
$6.32K +$6.18K +170 New
MDA
155
Minot DeBlois Advisors
Massachusetts
$6.12K +$6K +165 New
JFG
156
JDM Financial Group
Texas
$6.05K – – –
MWM
157
Mascoma Wealth Management
New Hampshire
$6K – – –
TCOV
158
Trust Company of Vermont
Vermont
$5.93K – – –
GWSA
159
Global Wealth Strategies & Associates
Colorado
$5.78K – – –
BC
160
Barrett & Company
Rhode Island
$5.56K – – –
SWA
161
SOA Wealth Advisors
New York
$5.46K – – –
VCM
162
Versant Capital Management
Arizona
$5.3K – – –
PGAM
163
Princeton Global Asset Management
New Jersey
$5.19K – – –
DF
164
Dunhill Financial
United Kingdom
$4.69K – – –
KFI
165
Key Financial Inc
Pennsylvania
$4.67K – – –
ADL
166
Asset Dedication LLC
California
$3.71K – – –
SWM
167
Spire Wealth Management
Virginia
$3.71K – – –
VHAM
168
Van Hulzen Asset Management
California
$3.71K +$3.63K +100 New
VWWMG
169
Vermillion & White Wealth Management Group
Pennsylvania
$3.08K – – –
CFG
170
Copley Financial Group
California
$2.33K -$1.16K -32 -34%
LFG
171
Larson Financial Group
Missouri
$1.74K – – –
MWA
172
Medallion Wealth Advisors
Connecticut
$1.56K +$1.53K +42 New
BCMLT
173
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.49K – – –
BWL
174
Bogart Wealth LLC
Virginia
$1.04K – – –
AA
175
AlphaMark Advisors
Kentucky
$1K – – –
4 5 6
7
8