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IVES

Dan IVES Wedbush AI Revolution ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
51
CIBC World Market
Ontario, Canada
$325K +$291K +10,121 New
MML Investors Services
52
MML Investors Services
Massachusetts
$306K +$274K +9,539 New
Barclays
53
Barclays
United Kingdom
$257K +$230K +8,000 New
CA
54
CV Advisors
Florida
$256K +$229K +7,982 New
IFG
55
Independent Financial Group
California
$249K +$223K +7,764 New
PWA
56
Primoris Wealth Advisors
Florida
$241K +$216K +7,500 New
SOS
57
Silver Oak Securities
Tennessee
$233K +$209K +7,255 New
VCP
58
Verus Capital Partners
Arizona
$210K +$182K +6,335 New
IA
59
IAM Advisory
Pennsylvania
$207K +$185K +6,430 New
VA
60
Valmark Advisers
Ohio
$206K +$185K +6,419 New
RWM
61
Ritholtz Wealth Management
New York
$206K +$184K +6,416 New
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$127K +$113K +3,940 New
Group One Trading
63
Group One Trading
Illinois
$99.3K +$88.8K +3,090 New
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$85.3K +$23.1K +805 +44%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$77.1K -$94.9K -3,300 -58%
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.8K +$66.1K +2,300 New
ASN
67
Advisory Services Network
Georgia
$56.7K +$50.7K +1,765 New
Wells Fargo
68
Wells Fargo
California
$48.2K +$43.1K +1,500 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$44K +$25.4K +885 +177%
TCM
70
TD Capital Management
Tennessee
$34.7K +$31K +1,080 New
US Bancorp
71
US Bancorp
Minnesota
$28.9K +$25.9K +900 New
PS
72
Principal Securities
Iowa
$25.7K +$23K +800 New
EWM
73
Evolution Wealth Management
Florida
$25K
JWA
74
JFS Wealth Advisors
Pennsylvania
$19.9K -$19.7K -687 -53%
CSB
75
City State Bank
Iowa
$16.1K +$14.4K +500 New