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iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$256K +$16.3K +310 +7%
GVAG
152
Great Valley Advisor Group
Delaware
$252K +$580 +11 +0.2%
CWM
153
Centurion Wealth Management
Virginia
$243K
MIM
154
Moseley Investment Management
Florida
$242K +$22K +417 +11%
PPWM
155
PFG Private Wealth Management
Florida
$238K -$20.2K -383 -8%
SPC
156
Sigma Planning Corp
Michigan
$236K -$809K -15,357 -78%
TWM
157
Tradition Wealth Management
Minnesota
$235K +$53 +1 +0%
RJT
158
Raymond James Trust
Florida
$231K +$219K +4,154 New
PWM
159
Perigon Wealth Management
California
$228K -$8.54K -162 -4%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$220K -$1.37K -26 -0.7%
DA
161
Detalus Advisors
Missouri
$212K +$201K +3,806 New
AFG
162
Atomi Financial Group
New York
$208K -$41K -778 -17%
SXL
163
Summit X LLC
Missouri
$207K +$197K +3,731 New
DWM
164
Dakota Wealth Management
Florida
$202K +$191K +3,629 New
AF
165
Advisornet Financial
Minnesota
$195K +$69.2K +1,313 +60%
CF
166
Centaurus Financial
California
$180K -$19.3K -366 -10%
IGWM
167
ICA Group Wealth Management
Colorado
$174K -$105 -2 -0.1%
AssetMark Inc
168
AssetMark Inc
California
$135K -$3.32K -63 -3%
MWM
169
Mascoma Wealth Management
New Hampshire
$123K +$4.85K +92 +4%
HFM
170
Hartford Financial Management
Connecticut
$122K +$54.3K +1,030 +88%
IA
171
IFP Advisors
Florida
$111K -$2.63K -50 -2%
JWA
172
JFS Wealth Advisors
Pennsylvania
$110K
FFA
173
Founders Financial Alliance
North Carolina
$97.9K +$92.8K +1,760 New
GRP
174
Global Retirement Partners
California
$97.1K
US Bancorp
175
US Bancorp
Minnesota
$69.3K