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iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
201
Valmark Advisers
Ohio
$391K -$28.6K -432 -8%
DAS
202
Dynamic Advisor Solutions
Arizona
$389K +$338K +5,103 New
TMWM
203
Taylor & Morgan Wealth Management
Michigan
$388K +$338K +5,100 New
CCMG
204
Clark Capital Management Group
Pennsylvania
$382K – – –
VWMG
205
Virginia Wealth Management Group
Virginia
$381K – – –
WP
206
Westmount Partners
California
$378K +$329K +4,969 New
MGIA
207
Moneta Group Investment Advisors
Missouri
$375K +$327K +4,928 New
SFA
208
Sequoia Financial Advisors
Ohio
$366K +$66 +1 +0%
CF
209
Centaurus Financial
California
$365K +$24.4K +368 +8%
EFG
210
Everest Financial Group
Minnesota
$360K +$314K +4,730 New
CWM
211
Cornerstone Wealth Management
Missouri
$357K +$311K +4,692 New
RWM
212
Riverbend Wealth Management
South Carolina
$354K +$15.3K +231 +5%
HSA
213
HBK Sorce Advisory
Pennsylvania
$344K – – –
LAS
214
Legacy Advisory Services
Pennsylvania
$343K -$66 -1 -0%
TFGT
215
TS Financial Group (TSFG)
Illinois
$340K -$11.5K -173 -4%
FPGK
216
Financial Partners Group (Kansas)
Kansas
$337K +$66 +1 +0%
US Bancorp
217
US Bancorp
Minnesota
$336K +$116K +1,746 +65%
VFA
218
Valeo Financial Advisors
Indiana
$336K -$14.3K -216 -5%
National Bank of Canada
219
National Bank of Canada
Quebec, Canada
$325K +$16.6K +250 +6%
PIA
220
Perennial Investment Advisors
California
$320K +$279K +4,207 New
PI
221
PFG Investments
New York
$316K +$275K +4,148 New
VWA
222
Visionary Wealth Advisors
Illinois
$315K +$274K +4,137 New
CWS
223
Cypress Wealth Services
California
$314K +$273K +4,119 New
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$313K +$272K +4,103 New
GAM
225
GEM Asset Management
Michigan
$306K +$266K +4,017 New