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iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
101
Venturi Wealth Management
Texas
$698K +$149K +2,416 +28%
PIMG
102
Patriot Investment Management Group
Tennessee
$680K +$12K +195 +2%
EIA
103
Eldridge Investment Advisors
New Hampshire
$651K +$112K +1,813 +21%
VWA
104
Visionary Wealth Advisors
Illinois
$641K -$12.9K -209 -2%
William Blair & Company
105
William Blair & Company
Illinois
$579K -$11K -178 -2%
PCA
106
Pallas Capital Advisors
Massachusetts
$569K
TFA
107
Tobias Financial Advisors
Florida
$558K -$10.5M -170,342 -95%
EFS
108
Essex Financial Services
Connecticut
$528K
CWM
109
Cornerstone Wealth Management
Missouri
$526K +$512K +8,319 New
AFM
110
Abbot Financial Management
Massachusetts
$520K +$431 +7 +0.1%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$519K +$1.42K +23 +0.3%
Prudential Financial
112
Prudential Financial
New Jersey
$515K +$127K +2,068 +34%
EWA
113
Exencial Wealth Advisors
Oklahoma
$513K +$105K +1,712 +27%
PIA
114
Pinion Investment Advisors
Kansas
$510K +$3.2K +52 +0.6%
CCM
115
Check Capital Management
California
$468K
WCM
116
Wealthcare Capital Management
Virginia
$468K +$67.6K +1,098 +17%
SWP
117
Stratos Wealth Partners
Ohio
$456K +$8.56K +139 +2%
IA
118
IFP Advisors
Florida
$440K -$65.6K -1,066 -13%
BRWA
119
B. Riley Wealth Advisors
Florida
$435K -$152K -2,463 -26%
Simplex Trading
120
Simplex Trading
Illinois
$431K +$237K +3,848 +129%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$418K -$109K -1,763 -21%
OIA
122
OneDigital Investment Advisors
Kansas
$418K +$25.7K +417 +7%
EW
123
Emerson Wealth
Michigan
$405K -$20.2K -328 -5%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$397K +$251K +4,080 +186%
Creative Planning
125
Creative Planning
Kansas
$396K -$177K -2,879 -32%