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iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Peak Wealth Management
New Hampshire
$4.71M +$534K +15,560 +12%
IDA
177
Intelligence Driven Advisers
California
$4.62M +$2.44K +71 +0.1%
TC
178
Town Capital
Maryland
$4.61M +$833K +24,267 +21%
GWP
179
Gen-Wealth Partners
Michigan
$4.61M +$667K +19,425 +16%
EPW
180
Endeavor Private Wealth
Kansas
$4.6M +$1.09M +31,656 +29%
IP
181
Integras Partners
Georgia
$4.59M -$165K -4,794 -3%
FFN
182
Focus Financial Network
Minnesota
$4.54M +$2.85M +82,932 +151%
JESC
183
J.E. Simmons & Co
Texas
$4.5M +$181K +5,259 +4%
CWWM
184
Clear Wave Wealth Management
New Jersey
$4.43M +$4.62M +134,562 New
TVM
185
True Vision MN
Minnesota
$4.42M +$624K +18,170 +16%
HWM
186
Hobbs Wealth Management
Indiana
$4.38M +$67.4K +1,963 +1%
CWAI
187
Core Wealth Advisors (Indiana)
Indiana
$4.33M +$159K +4,630 +4%
MCM
188
M1 Capital Management
Michigan
$4.33M +$2.31M +67,239 +105%
DF
189
Daviman Financial
Indiana
$4.33M +$246K +7,169 +6%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$4.3M +$3.51M +102,389 +363%
OWCM
191
One Wealth Capital Management
Arizona
$4.3M +$362K +10,549 +11%
EFG
192
Elevated Financial Group
Indiana
$4.25M +$4.1M +119,516 +1,246%
CPG
193
Cornerstone Planning Group
New Jersey
$4.13M +$1.05M +30,505 +49%
AWA
194
A4 Wealth Advisors
North Carolina
$3.84M +$1.16M +33,827 +41%
LWA
195
Lifelong Wealth Advisors
Minnesota
$3.83M +$413K +12,032 +12%
MW
196
Maia Wealth
Colorado
$3.81M -$197K -5,748 -5%
SF
197
SWP Financial
California
$3.8M -$17.1K -498 -0.4%
PIA
198
Polaris Investment Advisors
Massachusetts
$3.58M +$229K +6,673 +7%
CWM
199
Curtis Wealth Management
Nevada
$3.58M +$218K +6,361 +6%
LFWA
200
LiftPoint Family Wealth Advisors
New Jersey
$3.53M +$869K +25,324 +31%