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iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
301
Mark Sheptoff Financial Planning
Connecticut
$2.5M +$111K +2,450 +5%
SFS
302
Sowell Financial Services
Arkansas
$2.5M +$44.5K +979 +2%
BRWA
303
B. Riley Wealth Advisors
Florida
$2.44M -$275K -6,063 -11%
XPN
304
XY Planning Network
Montana
$2.43M -$275K -6,055 -12%
BW
305
Blalock Williams
Alabama
$2.42M -$412K -9,070 -17%
VWM
306
Venturi Wealth Management
Texas
$2.4M -$6.13K -135 -0.3%
RWP
307
Ridgeline Wealth Planning
Ohio
$2.38M +$460K +10,133 +29%
AQR Capital Management
308
AQR Capital Management
Connecticut
$2.37M -$104K -2,283 -5%
KWS
309
Keystone Wealth Services
California
$2.36M +$210K +4,613 +11%
FPAS
310
Focus Partners Advisor Solutions
Missouri
$2.31M +$226K +4,965 +13%
NS
311
Northland Securities
Minnesota
$2.29M +$248K +5,470 +14%
LIA
312
LifePlan Investment Advisors
North Carolina
$2.26M -$551K -12,131 -22%
WP
313
WealthPLAN Partners
Nebraska
$2.21M -$414K -9,114 -18%
ZS
314
Zenith Solutions
Pennsylvania
$2.18M +$1.87M +41,262 New
US Bancorp
315
US Bancorp
Minnesota
$2.17M +$298K +6,556 +19%
TWP
316
Tempus Wealth Planning
California
$2.1M +$97.9K +2,155 +6%
LBC
317
Leigh Baldwin & Co
New York
$2.09M +$32.2K +709 +2%
LSIA
318
LaSalle St. Investment Advisors
Illinois
$2.07M +$580K +12,764 +48%
VPF
319
Vantage Point Financial
Illinois
$2.05M -$357K -7,868 -17%
CFD
320
Creative Financial Designs
Indiana
$2.04M +$13K +286 +0.7%
KWM
321
Kingsview Wealth Management
Oregon
$2.04M -$120K -2,641 -6%
Natixis Advisors
322
Natixis Advisors
Massachusetts
$2.02M +$1.74M +38,259 New
PI
323
PFG Investments
New York
$2M +$770K +16,954 +81%
BWA
324
BCU Wealth Advisors
Illinois
$1.97M -$424K -9,323 -20%
SGCM
325
Sanchez Gaunt Capital Management
Nevada
$1.91M -$232K -5,115 -12%