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Roundhill Generative AI & Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
51
IMC Chicago
Illinois
$1.07M +$929K +10,861 New
BFA
52
Beacon Financial Advisory
Ohio
$1.04M +$62K +725 +7%
VA
53
VestGen Advisors
Illinois
$958K +$17.1K +200 +2%
AWM
54
AE Wealth Management
Kansas
$925K +$45.6K +533 +6%
RRMM
55
Regatta Research & Money Management
Louisiana
$923K +$800K +9,354 New
Morgan Stanley
56
Morgan Stanley
New York
$899K +$418K +4,882 +115%
CSP
57
Cary Street Partners
Virginia
$896K – – –
Mariner
58
Mariner
Kansas
$891K +$87.3K +1,021 +13%
BIG
59
Brookwood Investment Group
Arizona
$878K -$81.7K -955 -10%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$789K +$125K +1,467 +21%
UCFA
61
United Capital Financial Advisors
Texas
$769K +$51.8K +605 +8%
MA
62
MCF Advisors
Kentucky
$723K +$3.85K +45 +0.6%
SCP
63
Sivia Capital Partners
California
$710K – – –
KA
64
Kovack Advisors
Florida
$686K +$598K +6,996 New
VFA
65
Valeo Financial Advisors
Indiana
$673K – – –
RWA
66
Redhawk Wealth Advisors
Minnesota
$662K +$166K +1,946 +41%
ML
67
McAdam LLC
Pennsylvania
$661K +$224K +2,614 +64%
Raymond James Financial
68
Raymond James Financial
Florida
$657K – – –
SPC
69
Sigma Planning Corp
Michigan
$649K +$563K +6,576 New
BAM
70
Belpointe Asset Management
Nevada
$646K +$560K +6,550 New
ATPW
71
Ashton Thomas Private Wealth
Arizona
$638K -$4.62K -54 -0.8%
SAI
72
Savvy Advisors Inc
New York
$636K +$68.6K +802 +14%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$627K – – –
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$619K -$106K -1,238 -16%
AAG
75
Armstrong Advisory Group
Massachusetts
$615K -$93.9K -1,098 -15%