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iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
101
Pallas Capital Advisors
Massachusetts
$529K +$520K +8,748 New
EFS
102
Essex Financial Services
Connecticut
$528K +$51.3K +862 +11%
VWM
103
Venturi Wealth Management
Texas
$510K +$85.6K +1,440 +20%
AllianceBernstein
104
AllianceBernstein
Tennessee
$505K
EIA
105
Eldridge Investment Advisors
New Hampshire
$502K +$64.8K +1,090 +15%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$495K +$181K +3,044 +57%
AFM
107
Abbot Financial Management
Massachusetts
$486K +$20.5K +345 +4%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$485K +$89.2K +1,500 +22%
PIA
109
Pinion Investment Advisors
Kansas
$475K +$476K +8,013 New
DWM
110
Destination Wealth Management
California
$475K +$477K +8,020 New
IA
111
IFP Advisors
Florida
$472K -$6.24K -105 -1%
LFA
112
Lighthouse Financial Advisors
Maryland
$460K -$31.4K -528 -6%
CC
113
Courier Capital
New York
$446K +$89.7K +1,508 +25%
CCM
114
Check Capital Management
California
$438K
SWP
115
Stratos Wealth Partners
Ohio
$419K +$46.3K +779 +12%
EW
116
Emerson Wealth
Michigan
$399K
EWA
117
Exencial Wealth Advisors
Oklahoma
$379K +$19.6K +330 +5%
WCM
118
Wealthcare Capital Management
Virginia
$373K +$375K +6,304 New
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$369K -$67.6K -1,137 -15%
KM
120
Kalos Management
Georgia
$369K -$36.1K -607 -9%
FAIM
121
Financial Advocates Investment Management
Washington
$367K +$59 +1 +0%
OIA
122
OneDigital Investment Advisors
Kansas
$367K +$3.27K +55 +0.9%
Prudential Financial
123
Prudential Financial
New Jersey
$360K +$361K +6,077 New
PP
124
Prudential plc
United Kingdom
$326K -$2.11M -35,500 -87%
AIC
125
Ameritas Investment Company
Nebraska
$319K +$320K +5,388 New