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iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Edelman Financial Services
1
Edelman Financial Services
Virginia
$643M +$66.8M +2,903,159 +12%
HighTower Advisors
2
HighTower Advisors
Illinois
$2.18M +$261K +11,322 +14%
Jane Street
3
Jane Street
New York
$1.59M +$1.17M +51,022 +349%
Valley National Advisers
4
Valley National Advisers
Pennsylvania
$1.1M -$11.4K -494 -1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.06M +$1.01M +43,920 New
Goldman Sachs
6
Goldman Sachs
New York
$465K -$111K -4,822 -20%
Bank of America
7
Bank of America
North Carolina
$337K -$656K -28,518 -67%
IFP Advisors
8
IFP Advisors
Florida
$321K +$157K +6,820 +390%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$249K +$17.9K +777 +8%
Morgan Stanley
10
Morgan Stanley
New York
$165K -$13.8K -601 -8%
Ruggie Capital Group
11
Ruggie Capital Group
Florida
$45K +$42.6K +1,852 New
Sandy Spring Bank
12
Sandy Spring Bank
Maryland
$35K – – –
Hartford Financial Management
13
Hartford Financial Management
Connecticut
$34K +$6.1K +265 +23%
Glenmede Trust
14
Glenmede Trust
Pennsylvania
$24K – – –
MSI Financial Services
15
MSI Financial Services
Massachusetts
$12K -$4.3K -187 -27%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.9K +515 New
Burt Wealth Advisors
17
Burt Wealth Advisors
Maryland
$10K – – –
Lenox Wealth Management
18
Lenox Wealth Management
Ohio
$7K – – –
Ladenburg Thalmann Financial Services
19
Ladenburg Thalmann Financial Services
Florida
$6K -$4.92K -214 -47%
American International Group
20
American International Group
New York
$5K -$2.3K -100 -33%
Creative Planning
21
Creative Planning
Kansas
$2K – – –
Krilogy Financial
22
Krilogy Financial
Missouri
$2K – – –
Citigroup
23
Citigroup
New York
$1K – – –
LPL Financial
24
LPL Financial
California
– -$530K -21,700 Closed
Mandatum Life Insurance Company
25
Mandatum Life Insurance Company
Finland
– -$85K -3,400 Closed