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ARTY

iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TMWM
201
Taylor & Morgan Wealth Management
Michigan
$388K +$338K +5,100 New
CCMG
202
Clark Capital Management Group
Pennsylvania
$382K
VWMG
203
Virginia Wealth Management Group
Virginia
$381K
WP
204
Westmount Partners
California
$378K +$329K +4,969 New
MGIA
205
Moneta Group Investment Advisors
Missouri
$375K +$327K +4,928 New
SFA
206
Sequoia Financial Advisors
Ohio
$366K +$66 +1 +0%
CF
207
Centaurus Financial
California
$365K +$24.4K +368 +8%
EFG
208
Everest Financial Group
Minnesota
$360K +$314K +4,730 New
CWM
209
Cornerstone Wealth Management
Missouri
$357K +$311K +4,692 New
RWM
210
Riverbend Wealth Management
South Carolina
$354K +$15.3K +231 +5%
HSA
211
HBK Sorce Advisory
Pennsylvania
$344K
LAS
212
Legacy Advisory Services
Pennsylvania
$343K -$66 -1 -0%
TFGT
213
TS Financial Group (TSFG)
Illinois
$340K -$11.5K -173 -4%
FPGK
214
Financial Partners Group (Kansas)
Kansas
$337K +$66 +1 +0%
US Bancorp
215
US Bancorp
Minnesota
$336K +$116K +1,746 +65%
VFA
216
Valeo Financial Advisors
Indiana
$336K -$14.3K -216 -5%
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$325K +$16.6K +250 +6%
PIA
218
Perennial Investment Advisors
California
$320K +$279K +4,207 New
PI
219
PFG Investments
New York
$316K +$275K +4,148 New
VWA
220
Visionary Wealth Advisors
Illinois
$315K +$274K +4,137 New
CWS
221
Cypress Wealth Services
California
$314K +$273K +4,119 New
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
$313K +$272K +4,103 New
GAM
223
GEM Asset Management
Michigan
$306K +$266K +4,017 New
CFP
224
Cascade Financial Partners
California
$305K +$265K +4,000 New
BRWA
225
B. Riley Wealth Advisors
Florida
$301K +$269K +4,056 New