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iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
501
Signature Resources Capital Management
California
$1.63K +$1.7K +49 New
NL
502
NorthAvenue LLC
Ohio
$1.47K +$1.52K +44 New
CCC
503
Chelsea Counsel Company
California
$1.27K – – –
CA
504
Crewe Advisors
Utah
$1.27K – – –
SWM
505
SHP Wealth Management
Massachusetts
$1.26K +$1.32K +38 New
NB
506
NBT Bank
New York
$1.03K +$1.14K +33 New
BC
507
Barrett & Company
Rhode Island
$983 +$1.04K +30 New
PWM
508
Proathlete Wealth Management
Florida
$915 +$312 +9 +50%
NL
509
NVWM LLC
Pennsylvania
$733 +$763 +22 New
UFPG
510
United Financial Planning Group
New York
$500 -$11.9K -344 -96%
AF
511
Allworth Financial
California
$441 – – –
CTC
512
Central Trust Company
Missouri
$267 +$277 +8 New
SIM
513
SSI Investment Management
California
– -$2.72M -79,523 Closed
FTUS
514
Flow Traders U.S.
New York
– -$2.55M -74,519 Closed
D.E. Shaw & Co
515
D.E. Shaw & Co
New York
– -$737K -21,584 Closed
M1FG
516
Mach-1 Financial Group
Arkansas
– -$581K -17,021 Closed
HF
517
HRT Financial
New York
– -$353K -10,348 Closed
CWM
518
Crowley Wealth Management
Delaware
– -$249K -7,295 Closed
LFA
519
LGT Financial Advisors
Texas
– -$242K -7,070 Closed
Jones Financial Companies
520
Jones Financial Companies
Missouri
– -$83.8K -2,482 Closed
Qube Research & Technologies (QRT)
521
Qube Research & Technologies (QRT)
United Kingdom
– -$48.6K -1,424 Closed
PNC Financial Services Group
522
PNC Financial Services Group
Pennsylvania
– -$17.4K -510 Closed
WANY
523
Wealthspire Advisors (New York)
New York
– -$9.74K -285 Closed
Citigroup
524
Citigroup
New York
– -$9.39K -275 Closed
HWA
525
HHM Wealth Advisors
Tennessee
– -$5.29K -155 Closed