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ARTY

iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Apollon Wealth Management
South Carolina
$326K -$58.9K -1,173 -14%
HSA
152
HBK Sorce Advisory
Pennsylvania
$325K +$239K +4,758 New
CFFP
153
Center for Financial Planning
Michigan
$322K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$318K +$58.9K +1,173 +21%
ASN
155
Advisory Services Network
Georgia
$318K +$6.67K +133 +2%
IWP
156
IAG Wealth Partners
Wisconsin
$303K
AIM
157
Advyzon Investment Management
Illinois
$302K +$3.86K +77 +1%
CBU
158
CIBC Bancorp USA
Illinois
$287K +$309K +6,160 New
IP
159
Investment Partners
Ohio
$276K -$3.06K -61 -1%
EWS
160
Evergreen Wealth Solutions
Pennsylvania
$275K +$297K +5,915 New
SCG
161
Sonata Capital Group
Washington
$272K
AIS
162
Accredited Investor Services
Minnesota
$271K
APWA
163
Atlas Private Wealth Advisors
New Jersey
$265K -$226K -4,512 -44%
LA
164
LexAurum Advisors
Kansas
$264K +$285K +5,677 New
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$264K +$284K +5,667 New
HI
166
Harbour Investments
Wisconsin
$261K +$44.8K +892 +19%
VA
167
Valmark Advisers
Ohio
$259K +$279K +5,569 New
CW
168
CreativeOne Wealth
Kansas
$258K +$278K +5,535 New
FPCP
169
Fort Point Capital Partners
California
$257K
NLWP
170
Next Level Wealth Planning
Idaho
$255K +$40.2K +801 +17%
CCA
171
Clearwater Capital Advisors
Illinois
$253K
JWCA
172
J.W. Cole Advisors
Florida
$251K -$17.6K -350 -6%
SPI
173
Sutton Place Investors
New York
$249K +$269K +5,350 New
AF
174
AtlasMark Financial
Texas
$246K
FWM
175
FFT Wealth Management
Pennsylvania
$245K +$264K +5,265 New