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iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
526
Strategy Asset Managers
California
$337K -$37.5K -825 -11%
CAPTRUST Financial Advisors
527
CAPTRUST Financial Advisors
North Carolina
$334K +$288K +6,343 New
FFWA
528
Forthright Family Wealth Advisory
Texas
$331K +$286K +6,287 New
BRPW
529
Ballast Rock Private Wealth
South Carolina
$329K +$283K +6,235 New
BTWM
530
Baker Tilly Wealth Management
Wisconsin
$328K +$6.36K +140 +2%
RSWM
531
Robertson Stephens Wealth Management
California
$325K -$38.8K -853 -12%
IWA
532
Independent Wealth Advisors
North Carolina
$322K +$277K +6,106 New
QCM
533
Quantinno Capital Management
New York
$318K +$274K +6,027 New
CSP
534
Cary Street Partners
Virginia
$314K +$242K +5,328 +840%
TWM
535
Trinity Wealth Management
Pennsylvania
$309K -$43.6K -960 -14%
SI
536
Stirlingshire Investments
New York
$304K -$104K -2,287 -28%
WP
537
Wealthspan Partners
Iowa
$303K +$261K +5,740 New
DCM
538
Dimension Capital Management
Florida
$300K +$258K +5,686 New
WC
539
Waterloo Capital
Texas
$296K +$255K +5,624 New
AF
540
Apollon Financial
South Carolina
$293K +$252K +5,550 New
AFA
541
AA Financial Advisors
Ohio
$292K +$251K +5,536 New
VC
542
Veracity Capital
Georgia
$291K +$251K +5,528 New
LEA
543
Legacy Edge Advisors
New York
$288K -$78.2K -1,721 -24%
IAA
544
Independent Advisor Alliance
North Carolina
$286K -$406K -8,944 -62%
WAG
545
Winthrop Advisory Group
Massachusetts
$285K +$246K +5,406 New
SA
546
Stewardship Advisors
Pennsylvania
$280K +$241K +5,305 New
E
547
EntreWealth
Texas
$279K +$289K +6,357 New
EWM
548
Elevation Wealth Management
Minnesota
$277K -$46.2K -1,016 -16%
AA
549
Auctus Advisors
North Carolina
$270K +$233K +5,122 New
BZWA
550
Blue Zone Wealth Advisors
California
$264K +$227K +5,000 New