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iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$2.3M -$806K -16,827 -26%
OPS
52
Orion Portfolio Solutions
Nebraska
$2.09M +$359K +7,503 +21%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$2.05M -$238K -4,980 -10%
W
54
WealthOne
New York
$2.04M -$98.5K -2,058 -5%
AMC
55
Asset Management Corp
Illinois
$2.01M -$57.8K -1,207 -3%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.82M +$220K +4,585 +14%
VNA
57
Valley National Advisers
Pennsylvania
$1.66M +$140K +2,934 +10%
SWIG
58
Strategic Wealth Investment Group
Kentucky
$1.55M +$90.5K +1,891 +7%
DAS
59
Dynamic Advisor Solutions
Arizona
$1.48M +$1.5M +31,245 New
EPWM
60
Essex Private Wealth Management
Massachusetts
$1.48M -$910 -19 -0.1%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$1.48M -$11.9M -248,465 -89%
AAS
62
Avantax Advisory Services
Texas
$1.46M +$1.24M +25,848 +513%
RW
63
REDW Wealth
New Mexico
$1.44M -$122K -2,540 -8%
VA
64
Valmark Advisers
Ohio
$1.37M +$131K +2,741 +10%
WBG
65
Wharton Business Group
Pennsylvania
$1.3M
FA
66
FDx Advisors
Illinois
$1.22M +$321K +6,702 +35%
MC
67
Mathes Company
New York
$1.2M
WAG
68
Winthrop Advisory Group
Massachusetts
$1.2M -$53.9K -1,125 -4%
CPC
69
Consolidated Planning Corp
Georgia
$1.13M +$1.14M +23,796 New
CWM
70
Cedar Wealth Management
California
$1.03M -$22.2K -463 -2%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$1.02M -$279K -5,834 -21%
SPC
72
Sigma Planning Corp
Michigan
$1.02M -$34.9K -728 -3%
GIA
73
Gladstone Institutional Advisory
Florida
$988K +$144K +3,006 +17%
JIP
74
Jaffetilchin Investment Partners
Florida
$970K
GEA
75
Glen Eagle Advisors
New Jersey
$910K +$96 +2 +0%