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ARTY

iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
Liberty Wealth Management
California
$224K +$224K +4,657 New
TFGT
177
TS Financial Group (TSFG)
Illinois
$224K -$15.2K -316 -6%
WWM
178
Western Wealth Management
Colorado
$222K +$222K +4,609 New
KAM
179
Knightsbridge Asset Management
California
$220K
LAS
180
Legacy Advisory Services
Pennsylvania
$217K
SCA
181
Snowden Capital Advisors
New York
$214K +$214K +4,450 New
SIA
182
Soltis Investment Advisors
Utah
$211K +$211K +4,385 New
LCWM
183
Legacy Capital Wealth Management
Texas
$208K +$208K +4,307 New
RWM
184
Riverbend Wealth Management
South Carolina
$204K +$204K +4,237 New
PIA
185
Perennial Investment Advisors
California
$203K +$203K +4,207 New
CFP
186
Cascade Financial Partners
California
$202K +$202K +4,200 New
GAM
187
GEM Asset Management
Michigan
$202K +$194K +4,015 New
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$194K +$85.8K +1,780 +79%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$188K +$31.5K +653 +20%
SS
190
Sunbelt Securities
Texas
$184K +$8K +166 +5%
AC
191
AlphaCore Capital
California
$174K +$174K +3,603 New
JEST
192
JTC Employer Solutions Trustee
Jersey
$160K +$160K +3,326 New
N
193
Natixis
France
$154K -$35.2K -731 -19%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$153K +$15.1K +314 +11%
CA
195
Crewe Advisors
Utah
$149K
AF
196
Allworth Financial
California
$148K +$15.1K +313 +11%
CLOS
197
Compagnie Lombard Odier SCmA
Switzerland
$130K
BHWM
198
Beaird Harris Wealth Management
Texas
$130K +$130K +2,696 New
SIS
199
Sound Income Strategies
Florida
$129K +$121K +2,506 New
PA
200
Parallel Advisors
California
$126K