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iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
326
Kingswood Wealth Advisors
California
$250K +$231K +7,333 New
CWM
327
Crowley Wealth Management
Delaware
$249K +$81.9K +2,595 +55%
LFA
328
LGT Financial Advisors
Texas
$242K +$3.88K +123 +2%
CIG
329
Cascade Investment Group
Colorado
$241K +$222K +7,050 New
CAM
330
Concorde Asset Management
Michigan
$239K +$217K +6,877 New
CIA
331
Cape Investment Advisory
Georgia
$239K +$152K +4,830 +223%
EDRH
332
Edmond de Rothschild Holding
Switzerland
$238K – – –
Goldman Sachs
333
Goldman Sachs
New York
$237K +$219K +6,949 New
LEA
334
Legacy Edge Advisors
New York
$236K +$218K +6,906 New
GC
335
GatePass Capital
Ohio
$235K +$217K +6,889 New
WPW
336
Waldron Private Wealth
Pennsylvania
$227K +$210K +6,651 New
BFS
337
Bradley Foster & Sargent
Connecticut
$226K +$208K +6,602 New
SPWG
338
Syntegra Private Wealth Group
Missouri
$224K +$207K +6,563 New
PW
339
PUREfi Wealth
Massachusetts
$214K +$198K +6,265 New
FWM
340
FLP Wealth Management
Arkansas
$206K +$190K +6,021 New
JSW
341
Journey Strategic Wealth
New Jersey
$204K +$188K +5,962 New
FMP
342
Financial Management Professionals
Texas
$184K +$140K +4,425 +462%
AAS
343
Ameritas Advisory Services
Nebraska
$171K +$158K +5,000 New
NRC
344
New Republic Capital
North Carolina
$160K +$82.2K +2,605 +125%
Jones Financial Companies
345
Jones Financial Companies
Missouri
$83.8K +$78.3K +2,482 New
AF
346
Advisornet Financial
Minnesota
$75.6K +$41.6K +1,318 +147%
GWM
347
Geneos Wealth Management
Colorado
$65.7K +$60.6K +1,922 New
Wells Fargo
348
Wells Fargo
California
$57.9K +$47.8K +1,514 +841%
HIA
349
Harbor Investment Advisory
Maryland
$57.4K +$25K +794 +90%
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$54.1K +$49.9K +1,583 New