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iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Dakota Wealth Management
Florida
$213K +$217K +3,570 New
BFWA
177
Benchmark Financial Wealth Advisors
Florida
$211K +$790 +13 +0.4%
TWM
178
Tolleson Wealth Management
Texas
$209K
SF
179
Safeguard Financial
Wisconsin
$206K
CWM
180
Cedar Wealth Management
California
$206K
EFG
181
Embree Financial Group
Illinois
$205K +$209K +3,439 New
CBT
182
Crews Bank & Trust
Florida
$202K +$206K +3,383 New
IA
183
IFG Advisory
Georgia
$201K +$205K +3,375 New
AssetMark Inc
184
AssetMark Inc
California
$184K -$36.8K -606 -16%
FLP
185
Financial Life Planners
Arizona
$164K +$167K +2,746 New
GRP
186
Global Retirement Partners
California
$138K
HFM
187
Hartford Financial Management
Connecticut
$131K
JWA
188
JFS Wealth Advisors
Pennsylvania
$119K
AF
189
Allworth Financial
California
$117K +$44K +724 +63%
TCM
190
TD Capital Management
Tennessee
$114K -$4.01K -66 -3%
MWM
191
Mascoma Wealth Management
New Hampshire
$97.7K
CAL
192
Capital Analysts LLC
Pennsylvania
$80K
HR
193
Howe & Rusling
New York
$64.2K +$65.4K +1,076 New
CA
194
CoreCap Advisors
Michigan
$60.2K +$18.1K +297 +42%
SWM
195
Spire Wealth Management
Virginia
$58.4K -$25.6K -421 -30%
FNWA
196
Financial Network Wealth Advisors
Utah
$52.6K
CPA
197
Compass Planning Associates
Massachusetts
$49.3K +$50.2K +826 New
SPIA
198
Steward Partners Investment Advisory
New York
$47K -$4.32K -71 -8%
GT
199
Glenmede Trust
Pennsylvania
$46.4K
PSFG
200
Park Square Financial Group
Georgia
$41.8K +$42.6K +700 New