We are live on ! Find out more
ARTY

iShares Future AI & Tech ETF
ARTY

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
201
Larson Financial Group
Missouri
$1.48K – – –
MWA
202
Medallion Wealth Advisors
Connecticut
$1.34K – – –
BCMLT
203
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.26K – – –
BWL
204
Bogart Wealth LLC
Virginia
$881 – – –
AWM
205
Abound Wealth Management
Tennessee
$787 +$927 +25 New
AG
206
AmeriFlex Group
Nevada
$725 – – –
SC
207
Stephens Consulting
Michigan
$567 – – –
CA
208
Clearstead Advisors
Ohio
$379 – – –
CW
209
Curio Wealth
Maryland
$371 +$37 +1 New
LWA
210
Lowe Wealth Advisors
Maryland
$346 – – –
EWA
211
EQ Wealth Advisors
Texas
$346 +$408 +11 New
PFM
212
Phillips Financial Management
Indiana
$315 – – –
RF
213
Roxbury Financial
New Jersey
$257 – – –
PWM
214
Proathlete Wealth Management
Florida
$188 +$222 +6 New
CCM
215
Coldstream Capital Management
Washington
$158 +$185 +5 New
GF
216
Gimbal Financial
Indiana
– -$3.98M -107,374 Closed
SWIG
217
Strategic Wealth Investment Group
Kentucky
– -$2.25M -60,800 Closed
DAS
218
Dynamic Advisor Solutions
Arizona
– -$1.92M -51,894 Closed
AWS
219
Atria Wealth Solutions
New York
– -$651K -17,573 Closed
AP
220
Advisors Preferred
Maryland
– -$604K -16,219 Closed
PCA
221
Prosperity Capital Advisors
Ohio
– -$307K -8,283 Closed
IAA
222
Independent Advisor Alliance
North Carolina
– -$262K -7,062 Closed
VA
223
Valmark Advisers
Ohio
– -$253K -6,820 Closed
AIM
224
Advyzon Investment Management
Illinois
– -$248K -6,690 Closed
PAG
225
Private Advisor Group
New Jersey
– -$207K -5,594 Closed
6 7 8
9
10