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iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
Evolution Wealth Advisors
Florida
$543K
WAM
102
WNY Asset Management
New York
$543K
FPGK
103
Financial Partners Group (Kansas)
Kansas
$543K -$36.8K -716 -7%
AFM
104
Abbot Financial Management
Massachusetts
$542K -$7.71K -150 -1%
AWM
105
AE Wealth Management
Kansas
$539K +$64.7K +1,258 +14%
ICG
106
InterOcean Capital Group
Tennessee
$535K
TCM
107
TD Capital Management
Tennessee
$535K -$139K -2,698 -21%
EFS
108
Essex Financial Services
Connecticut
$514K -$23.8K -463 -5%
IFA
109
Interactive Financial Advisors
Illinois
$494K -$22.3K -434 -4%
William Blair & Company
110
William Blair & Company
Illinois
$477K
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$464K +$18.8K +366 +4%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$453K -$62K -1,206 -12%
CCM
113
Check Capital Management
California
$443K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$439K
VWM
115
Venturi Wealth Management
Texas
$435K -$97.3K -1,894 -19%
AT
116
American Trust
Kentucky
$427K -$355K -6,903 -51%
CWM
117
Catalyst Wealth Management
Georgia
$406K -$52.8K -1,027 -12%
FFN
118
Focus Financial Network
Minnesota
$398K -$9.92K -193 -2%
LNC
119
Lincoln National Corp
Pennsylvania
$367K -$72K -1,400 -17%
MCWS
120
McKinley Carter Wealth Services
West Virginia
$353K +$344K +6,700 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$344K +$7.14K +139 +2%
HKIMG
122
Hutchens & Kramer Investment Management Group
Indiana
$332K -$14.4K -280 -4%
OIA
123
OneDigital Investment Advisors
Kansas
$326K -$33.4K -650 -9%
SWM
124
Spire Wealth Management
Virginia
$325K +$266K +5,178 +526%
Creative Planning
125
Creative Planning
Kansas
$321K -$14.2K -276 -4%