We are live on ! Find out more
XT icon

iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
151
Pure Financial Advisors
California
$264K +$255K +4,339 New
JP Morgan Chase
152
JP Morgan Chase
New York
$262K -$1.61M -27,420 -86%
PPWM
153
PFG Private Wealth Management
Florida
$260K
SWM
154
Selective Wealth Management
Virginia
$259K
MG
155
Mather Group
Illinois
$259K -$265K -4,508 -51%
TWM
156
Tradition Wealth Management
Minnesota
$256K -$1.17K -20 -0.5%
KWA
157
Kingswood Wealth Advisors
California
$252K -$173K -2,953 -42%
SPC
158
Sigma Planning Corp
Michigan
$246K
CG
159
CFO4Life Group
Texas
$240K
PWM
160
Perigon Wealth Management
California
$238K
EH
161
Equitable Holdings
New York
$231K +$223K +3,792 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$230K -$2.88K -49 -1%
AssetMark Inc
163
AssetMark Inc
California
$225K +$55K +936 +34%
CWM
164
Centurion Wealth Management
Virginia
$220K +$212K +3,609 New
BFG
165
Bouchey Financial Group
New York
$218K
RFP
166
Root Financial Partners
California
$218K +$210K +3,585 New
BFWA
167
Benchmark Financial Wealth Advisors
Florida
$215K
TWM
168
Tolleson Wealth Management
Texas
$214K
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$214K
CAG
170
Crestwood Advisors Group
Massachusetts
$212K +$204K +3,480 New
SF
171
Safeguard Financial
Wisconsin
$211K
CWM
172
Cedar Wealth Management
California
$210K -$838K -14,279 -81%
GRP
173
Global Retirement Partners
California
$141K +$68.7K +1,171 +102%
HFM
174
Hartford Financial Management
Connecticut
$134K
AF
175
Advisornet Financial
Minnesota
$131K