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iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
101
Wealthcare Capital Management
Virginia
$488K +$22.7K +455 +4%
PIMG
102
Patriot Investment Management Group
Tennessee
$485K
WBCM
103
Wilson & Boucher Capital Management
California
$479K -$9.98K -200 -2%
CNWM
104
Clay Northam Wealth Management
California
$470K
CFG
105
Citizens Financial Group
Rhode Island
$470K +$527K +10,556 New
AFM
106
Abbot Financial Management
Massachusetts
$464K
HWM
107
HB Wealth Management
Georgia
$461K +$32.4K +650 +7%
WAM
108
WNY Asset Management
New York
$459K -$127K -2,548 -20%
AWM
109
AE Wealth Management
Kansas
$437K +$117K +2,338 +31%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$436K +$57.3K +1,148 +13%
VWM
111
Venturi Wealth Management
Texas
$433K -$96.3K -1,930 -17%
HKIMG
112
Hutchens & Kramer Investment Management Group
Indiana
$427K -$32.2K -646 -6%
William Blair & Company
113
William Blair & Company
Illinois
$424K +$27.8K +557 +6%
ICG
114
InterOcean Capital Group
Tennessee
$398K
PA
115
Procyon Advisors
Connecticut
$388K -$65K -1,302 -13%
CCM
116
Check Capital Management
California
$374K
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$371K -$7.83K -157 -2%
PCA
118
Pallas Capital Advisors
Massachusetts
$370K
HHRDM
119
H&H Retirement Design & Management
Nevada
$366K -$649 -13 -0.2%
FFN
120
Focus Financial Network
Minnesota
$350K -$19.9K -399 -5%
DA
121
Detalus Advisors
Missouri
$319K +$357K +7,148 New
AP
122
Americana Partners
Texas
$315K
Creative Planning
123
Creative Planning
Kansas
$305K -$13.2K -264 -4%
OIA
124
OneDigital Investment Advisors
Kansas
$304K -$50 -1 -0%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$304K +$9.73K +195 +3%