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Roundhill Generative AI & Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Brown Financial Advisors
Ohio
$242K +$15.1K +243 +6%
AAG
77
Armstrong Advisory Group
Massachusetts
$240K +$249K +4,010 +7,161%
CIS
78
Custom Index Systems
New York
$233K -$69.1K -1,113 -22%
NA
79
NewEdge Advisors
Louisiana
$230K +$31K +500 +15%
BWM
80
Brown Wealth Management
Illinois
$229K +$29.2K +470 +14%
TWP
81
Tempus Wealth Planning
California
$225K
AMBIA
82
Allen Mooney & Barnes Investment Advisors
Georgia
$218K +$230K +3,700 New
IWC
83
Integrated Wealth Concepts
Massachusetts
$216K -$29.7K -479 -12%
AIM
84
Advyzon Investment Management
Illinois
$209K +$17.7K +286 +9%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$206K -$11.8K -191 -5%
OPWM
86
Oxinas Partners Wealth Management
Indiana
$204K +$215K +3,460 New
PCM
87
Price Capital Management
Louisiana
$199K -$7.75M -124,980 -97%
HI
88
Harbour Investments
Wisconsin
$191K +$35.7K +575 +22%
CWM
89
Cranbrook Wealth Management
Michigan
$150K +$62.6K +1,009 +66%
JGIA
90
Jackson Grant Investment Advisers
Connecticut
$134K
Morgan Stanley
91
Morgan Stanley
New York
$127K +$6.33K +102 +5%
BHWM
92
Beaird Harris Wealth Management
Texas
$104K +$109K +1,763 New
CFD
93
Creative Financial Designs
Indiana
$99.1K +$2.85K +46 +3%
Barclays
94
Barclays
United Kingdom
$94.3K -$4.07M -65,660 -98%
GWM
95
Geneos Wealth Management
Colorado
$89.7K -$13.2K -212 -12%
EWM
96
Evolution Wealth Management
Florida
$80.7K +$58.3K +939 +219%
JP Morgan Chase
97
JP Morgan Chase
New York
$77.9K +$1.36K +22 +2%
FHA
98
Flagship Harbor Advisors
Massachusetts
$76.7K +$80.7K +1,301 New
VC
99
Vestor Capital
Illinois
$74K +$993 +16 New
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$69K