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iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
Exencial Wealth Advisors
Oklahoma
$586K -$51.8K -982 -9%
PIMG
102
Patriot Investment Management Group
Tennessee
$584K -$17.6K -334 -3%
EWA
103
Evolution Wealth Advisors
Florida
$573K
MCWS
104
McKinley Carter Wealth Services
West Virginia
$573K +$190K +3,600 +54%
AFM
105
Abbot Financial Management
Massachusetts
$572K +$211 +4 +0%
TCM
106
TD Capital Management
Tennessee
$566K +$1.42K +27 +0.3%
WAM
107
WNY Asset Management
New York
$562K -$10.4K -198 -2%
EFS
108
Essex Financial Services
Connecticut
$535K -$7.12K -135 -1%
HWM
109
HB Wealth Management
Georgia
$535K -$38.2K -725 -7%
SWA
110
Sax Wealth Advisors
New Jersey
$531K +$503K +9,545 New
FPGK
111
Financial Partners Group (Kansas)
Kansas
$529K -$43.5K -826 -8%
IFA
112
Interactive Financial Advisors
Illinois
$521K +$580 +11 +0.1%
William Blair & Company
113
William Blair & Company
Illinois
$503K
CAN
114
Cetera Advisor Networks
California
$490K -$282K -5,352 -38%
AWS
115
Atria Wealth Solutions
New York
$485K +$249K +4,719 +118%
ICG
116
InterOcean Capital Group
Tennessee
$483K -$76.8K -1,458 -14%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$481K -$7.91K -150 -2%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$478K +$211 +4 +0%
AWM
119
Apollon Wealth Management
South Carolina
$476K +$452K +8,568 New
CCM
120
Check Capital Management
California
$467K
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$463K
FFN
122
Focus Financial Network
Minnesota
$421K +$633 +12 +0.2%
VWM
123
Venturi Wealth Management
Texas
$401K -$54.8K -1,040 -13%
LNC
124
Lincoln National Corp
Pennsylvania
$398K +$10.2K +194 +3%
Creative Planning
125
Creative Planning
Kansas
$381K +$40.6K +771 +13%