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iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
451
Box Hill Private Wealth
Arizona
$256K +$267K +7,772 New
SWM
452
Silverlake Wealth Management
Vermont
$255K +$266K +7,744 New
AF
453
ASL Financial
California
$254K +$265K +7,716 New
PCIA
454
Prime Capital Investment Advisors
Kansas
$254K +$35.2K +1,025 +15%
PCG
455
Prosperity Consulting Group
Maryland
$254K +$264K +7,698 New
WPW
456
Waldron Private Wealth
Pennsylvania
$243K +$21.6K +628 +9%
SAM
457
Strategy Asset Managers
California
$238K +$4.98K +145 +2%
CA
458
Continuum Advisory
Idaho
$237K +$18K +525 +8%
LEA
459
Legacy Edge Advisors
New York
$237K +$10.9K +318 +5%
RSWM
460
Robertson Stephens Wealth Management
California
$231K +$241K +7,014 New
BFS
461
Bradley Foster & Sargent
Connecticut
$227K – – –
TWM
462
Trinity Wealth Management
Pennsylvania
$225K +$8.34K +243 +4%
SPWG
463
Syntegra Private Wealth Group
Missouri
$216K -$1.51K -44 -0.7%
DCA
464
DSG Capital Advisors
Minnesota
$214K -$8.69K -253 -4%
EAM
465
Empirical Asset Management
Massachusetts
$214K +$5.49K +160 +3%
EFS
466
Essex Financial Services
Connecticut
$214K +$223K +6,485 New
EWM
467
Elevation Wealth Management
Minnesota
$207K +$215K +6,270 New
BTWM
468
Baker Tilly Wealth Management
Wisconsin
$201K +$209K +6,090 New
LAS
469
Lloyd Advisory Services
Georgia
$194K -$249K -7,267 -55%
KFG
470
Kingdom Financial Group
Arizona
$194K +$52.8K +1,537 +35%
FMP
471
Financial Management Professionals
Texas
$187K – – –
NRC
472
New Republic Capital
North Carolina
$172K +$8.21K +239 +5%
CF
473
Centaurus Financial
California
$167K +$37.8K +1,101 +28%
GSEP
474
Golden State Equity Partners
California
$163K -$150K -4,367 -47%
Fidelity Investments
475
Fidelity Investments
Massachusetts
$155K +$113K +3,286 +231%