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ARTY

iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
151
Caldwell Trust
Florida
$25.2K
AF
152
Advisornet Financial
Minnesota
$21.9K
HNB
153
Huntington National Bank
Ohio
$18.9K
AAP
154
Arax Advisory Partners
Colorado
$17.2K +$20.3K +547 New
CMP
155
Coston McIsaac & Partners
Maine
$17K +$890 +24 +5%
FCAS
156
First Command Advisory Services
Texas
$16.4K +$19.4K +522 New
BTI
157
Blue Trust Inc
Georgia
$15.9K +$18.8K +506 New
CA
158
CoreCap Advisors
Michigan
$15.4K
GC
159
Garde Capital
Washington
$14.5K +$17.1K +460 New
SL
160
Salomon & Ludwin
Virginia
$14.4K +$17K +458 New
CWM
161
Cranbrook Wealth Management
Michigan
$14.4K
PWA
162
Provenance Wealth Advisors
Florida
$13.9K +$16.4K +441 New
ACA
163
Aptus Capital Advisors
Alabama
$13.4K +$371 +10 +2%
MMCM
164
Murphy & Mullick Capital Management
New York
$12.6K
PMIM
165
Prudent Man Investment Management
Colorado
$12.3K
NB
166
NBT Bank
New York
$12.2K
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$11.6K -$32.4K -875 -70%
TWD
168
True Wealth Design
Ohio
$11.6K +$13.6K +368 New
WTFG
169
Wood Tarver Financial Group
Idaho
$10.1K
NECFA
170
New England Capital Financial Advisors
Connecticut
$9.33K
DJSG
171
D.J. St. Germain
Massachusetts
$9.12K
PCFFS
172
Pacific Center for Financial Services
California
$8.18K
PSFG
173
Park Square Financial Group
Georgia
$6.79K +$593 +16 +8%
TFA
174
Toth Financial Advisory
Virginia
$6.61K
EWM
175
Evermay Wealth Management
Virginia
$6.29K -$13K -350 -64%