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ARTY

iShares Future AI & Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1
Wharton Business Group
Pennsylvania
$7.31M +$2.18M +73,705 +46%
Bank of America
2
Bank of America
North Carolina
$7.11M +$214K +7,246 +3%
Morgan Stanley
3
Morgan Stanley
New York
$5.4M +$2.17M +73,537 +75%
LPL Financial
4
LPL Financial
California
$5.39M +$2.49M +84,467 +97%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.08M +$1.41M +47,774 +42%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.07M +$962K +32,586 +34%
UBS Group
7
UBS Group
Switzerland
$3.41M -$112K -3,783 -3%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$2.95M -$265K -8,975 -9%
WWM
9
WJ Wealth Management
Arizona
$1.87M +$1.76M +59,687 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.81M +$472K +15,975 +38%
Jane Street
11
Jane Street
New York
$1.44M -$8.59M -290,784 -86%
FAIM
12
Financial Advocates Investment Management
Washington
$1.27M +$3.84K +130 +0.3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.04M +$645K +21,837 +192%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$791K +$8K +271 +1%
HHRDM
15
H&H Retirement Design & Management
Nevada
$788K +$763K +25,847 New
Creative Planning
16
Creative Planning
Kansas
$586K -$13.3K -451 -2%
CPRC
17
Consolidated Portfolio Review Corp
New York
$529K +$498K +16,860 New
CAN
18
Cetera Advisor Networks
California
$496K +$195K +6,607 +72%
SFFS
19
Stonehage Fleming Financial Services
Jersey
$482K
FTUS
20
Flow Traders U.S.
New York
$466K -$1.93M -65,442 -82%
MML Investors Services
21
MML Investors Services
Massachusetts
$428K +$402K +13,626 New
WGCA
22
Wolf Group Capital Advisors
Virginia
$410K -$22K -745 -5%
LWM
23
Lodestone Wealth Management
Washington
$400K +$20K +678 +6%
SS
24
Sunbelt Securities
Texas
$388K -$37.2K -1,260 -9%
KAS
25
Kestra Advisory Services
Texas
$379K -$111K -3,756 -24%