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iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
51
Avantax Planning Partners
Iowa
$111K +$113K +3,051 New
SWP
52
Stratos Wealth Partners
Ohio
$88K
WOC
53
West Oak Capital
California
$81.9K +$83.3K +2,250 New
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$66K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$54K
PCG
56
Private Capital Group
Connecticut
$52K -$21.3K -575 -29%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.7K
SSB
58
Sandy Spring Bank
Maryland
$48K -$11.1K -300 -18%
FPS
59
Fieldpoint Private Securities
Connecticut
$46K +$46.5K +1,255 New
GT
60
Glenmede Trust
Pennsylvania
$35K
CCM
61
Covington Capital Management
California
$26K +$26.8K +725 New
APA
62
American Portfolios Advisors
New York
$17.8K +$18.1K +488 New
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$17K +$17.4K +470 New
SEI Investments
64
SEI Investments
Pennsylvania
$16K +$16.5K +446 New
UBS Group
65
UBS Group
Switzerland
$10K +$7.96K +215 +307%
SIS
66
Sound Income Strategies
Florida
$8K
AWM
67
AllSquare Wealth Management
New York
$7K +$7.41K +200 New
PG
68
Patten Group
Tennessee
$4K +$4.37K +118 New
RE
69
RBC Europe
United Kingdom
$2.91K
AIM
70
Advantage Investment Management
Iowa
$2K -$185 -5 -8%
IWM
71
IHT Wealth Management
Illinois
$2K
KF
72
Krilogy Financial
Missouri
$1K
Citadel Advisors
73
Citadel Advisors
Florida
-$2.98M -84,112 Closed
NFG
74
NewFocus Financial Group
Washington
-$200K -5,655 Closed
SG Americas Securities
75
SG Americas Securities
New York
-$125K -3,513 Closed