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ARTY

iShares Future AI & Tech ETF
ARTY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
201
Evermay Wealth Management
Virginia
$8.2K – – –
GIA
202
GHP Investment Advisors
Colorado
$8.2K +$6.99K +200 New
MCM
203
MAI Capital Management
Ohio
$8.1K +$769 +22 +13%
IWM
204
IMG Wealth Management
Florida
$7.34K – – –
MDA
205
Minot DeBlois Advisors
Massachusetts
$6.76K – – –
JFG
206
JDM Financial Group
Texas
$6.7K – – –
MWM
207
Mascoma Wealth Management
New Hampshire
$6.64K – – –
TCOV
208
Trust Company of Vermont
Vermont
$6.56K – – –
GWSA
209
Global Wealth Strategies & Associates
Colorado
$6.4K – – –
BC
210
Barrett & Company
Rhode Island
$6.15K – – –
SWM
211
Spire Wealth Management
Virginia
$6.15K +$1.75K +50 +50%
SWA
212
SOA Wealth Advisors
New York
$6.04K – – –
VCM
213
Versant Capital Management
Arizona
$5.86K – – –
DF
214
Dunhill Financial
United Kingdom
$5.19K -$35 -1 -0.8%
KFI
215
Key Financial Inc
Pennsylvania
$5.17K – – –
NS
216
NBC Securities
Alabama
$5K -$2.45K -70 -33%
ADL
217
Asset Dedication LLC
California
$4.1K – – –
HR
218
Howe & Rusling
New York
$4.1K – – –
AP
219
Aspect Partners
Virginia
$3.9K -$699 -20 -17%
AIM
220
Anchor Investment Management
South Carolina
$3.08K +$2.62K +75 New
VWM
221
Vermillion Wealth Management
Minnesota
$2.46K -$61.4K -1,757 -97%
PWAM
222
Private Wealth Asset Management
Iowa
$2.46K – – –
PGAM
223
Princeton Global Asset Management
New Jersey
$2.25K – – –
LFG
224
Larson Financial Group
Missouri
$1.93K – – –
BCMLT
225
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.64K – – –
7 8
9
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