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iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cedar Wealth Management
California
$458K
IA
77
IFP Advisors
Florida
$428K +$12.1K +254 +3%
AFM
78
Abbot Financial Management
Massachusetts
$422K +$11K +229 +3%
FAIM
79
Financial Advocates Investment Management
Washington
$418K -$103K -2,144 -20%
AllianceBernstein
80
AllianceBernstein
Tennessee
$415K
LFA
81
Lighthouse Financial Advisors
Maryland
$403K -$95.3K -1,993 -19%
KWM
82
Kingsview Wealth Management
Oregon
$391K +$46.7K +977 +14%
PA
83
PFG Advisors
Arizona
$375K +$359K +7,507 New
CCM
84
Check Capital Management
California
$359K -$38.3K -800 -10%
VWM
85
Venturi Wealth Management
Texas
$349K +$7.94K +166 +2%
KM
86
Kalos Management
Georgia
$346K -$5.26K -110 -2%
EFS
87
Essex Financial Services
Connecticut
$339K +$333K +6,968 New
M&T Bank
88
M&T Bank
New York
$325K -$23.5K -492 -7%
PIMG
89
Patriot Investment Management Group
Tennessee
$320K +$1.91K +40 +0.6%
NFG
90
NewFocus Financial Group
Washington
$305K
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$291K -$78.4K -1,639 -21%
Renaissance Technologies
92
Renaissance Technologies
New York
$291K +$287K +6,000 New
MC
93
Moors & Cabot
Massachusetts
$288K -$43.5K -910 -13%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$288K -$1.05K -22 -0.4%
W
95
WealthOne
New York
$288K +$284K +5,929 New
AAS
96
Avantax Advisory Services
Texas
$279K +$275K +5,754 New
OIA
97
OneDigital Investment Advisors
Kansas
$275K +$270K +5,652 New
SWP
98
Stratos Wealth Partners
Ohio
$256K -$6.03K -126 -2%
AFA
99
American Financial Advisors
Georgia
$242K +$48 +1 +0%
BWA
100
BDO Wealth Advisors
Florida
$237K