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iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$788K +$349K +10,164 +74%
PTC
352
Private Trust Company
Ohio
$785K +$285K +8,316 +54%
RFN
353
RDA Financial Network
Iowa
$775K +$67.6K +1,968 +9%
CCG
354
Catalina Capital Group
California
$770K +$60.7K +1,768 +8%
DWM
355
DecisionMap Wealth Management
Virginia
$767K +$30.4K +887 +4%
FI
356
FWG Investments
Kentucky
$753K +$167K +4,853 +27%
NL
357
NWAM LLC
Washington
$741K +$413K +12,031 +115%
GIA
358
Gladstone Institutional Advisory
Florida
$739K +$94.2K +2,743 +14%
SAI
359
Savvy Advisors Inc
New York
$715K +$745K +21,709 New
AIA
360
Accelerate Investment Advisors
California
$712K +$67.9K +1,977 +10%
DC
361
Davenport & Co
Virginia
$707K +$75.1K +2,188 +11%
CCFM
362
Clear Creek Financial Management
Washington
$705K +$418K +12,170 +132%
TCA
363
Transcend Capital Advisors
New Jersey
$701K +$34.9K +1,016 +5%
PI
364
PFG Investments
New York
$693K +$233K +6,782 +48%
GWSA
365
Global Wealth Strategies & Associates
Colorado
$691K -$1.65M -47,966 -70%
D.E. Shaw & Co
366
D.E. Shaw & Co
New York
$680K +$709K +20,644 New
FAM
367
Formidable Asset Management
Ohio
$678K +$699K +20,362 New
APC
368
Aspire Private Capital
North Carolina
$672K +$34.7K +1,012 +5%
LA
369
Lifeworks Advisors
Michigan
$662K +$55K +1,601 +9%
ATC
370
Argent Trust Co
Tennessee
$659K +$345K +10,037 +101%
CCM
371
Coldstream Capital Management
Washington
$643K +$106K +3,096 +19%
PA
372
Pinnacle Associates
New York
$641K +$83.1K +2,421 +14%
Goldman Sachs
373
Goldman Sachs
New York
$638K -$3.78M -110,060 -85%
AFW
374
Avantra Family Wealth
Pennsylvania
$635K -$5.32K -155 -0.8%
LWA
375
Lantern Wealth Advisors
New York
$634K +$147K +4,269 +28%