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iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Selective Wealth Management
Virginia
$321K
ACS
152
Archford Capital Strategies
Illinois
$317K -$89.6K -1,262 -21%
OC
153
Oppenheimer & Co
New York
$315K +$3.13K +44 +1%
EL
154
EQ LLC
Washington
$312K
TWM
155
Tradition Wealth Management
Minnesota
$304K
IAS
156
Integrity Advisory Solutions
Texas
$301K +$314K +4,418 New
EFG
157
Embree Financial Group
Illinois
$293K
VT
158
Vise Technologies
New York
$292K
PPWM
159
PFG Private Wealth Management
Florida
$291K
MG
160
Mather Group
Illinois
$290K
AFG
161
Atomi Financial Group
New York
$289K
CFG
162
Citizens Financial Group
Rhode Island
$287K
HWA
163
Heritage Wealth Architects
Minnesota
$282K +$262K +3,682 New
BPA
164
Beacon Pointe Advisors
California
$276K -$15.4K -217 -5%
DA
165
Detalus Advisors
Missouri
$273K -$7.1K -100 -2%
CG
166
CFO4Life Group
Texas
$270K
FIA
167
Foundations Investment Advisors
Arizona
$257K +$268K +3,775 New
BFG
168
Bouchey Financial Group
New York
$256K
SP
169
Symmetry Partners
Connecticut
$247K -$118K -1,663 -31%
CWM
170
Cedar Wealth Management
California
$235K
CBT
171
Crews Bank & Trust
Florida
$231K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$227K -$47K -662 -17%
VA
173
VestGen Advisors
Illinois
$227K -$13.7K -193 -6%
BFWA
174
Benchmark Financial Wealth Advisors
Florida
$226K
RI
175
Rinkey Investments
California
$223K