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iShares Future Exponential Technologies ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1
Edelman Financial Services
Virginia
$734M +$13.3M +513,712 +2%
AG
2
Advisor Group
Arizona
$2.42M +$2.36M +91,400 +45,700%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.24M +$101K +3,918 +5%
VNA
4
Valley National Advisers
Pennsylvania
$964K -$56.4K -2,186 -6%
LPL Financial
5
LPL Financial
California
$937K -$13.6K -525 -1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$859K +$532K +20,620 +173%
RCG
7
Ruggie Capital Group
Florida
$816K +$407K +15,756 +141%
VKH
8
Virtu KCG Holdings
New York
$742K +$725K +28,077 New
Bank of America
9
Bank of America
North Carolina
$647K +$139K +5,381 +28%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$364K +$40.5K +1,570 +13%
Goldman Sachs
11
Goldman Sachs
New York
$347K -$38.7K -1,501 -10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$220K +$215K +8,336 New
Creative Planning
13
Creative Planning
Kansas
$51K +$11K +427 +29%
Morgan Stanley
14
Morgan Stanley
New York
$33K -$10.3K -398 -24%
GT
15
Glenmede Trust
Pennsylvania
$26K
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$25K +$24.5K +950 New
WOC
17
West Oak Capital
California
$23.8K +$23.2K +900 New
MFS
18
MSI Financial Services
Massachusetts
$23K +$22.7K +879 New
DBT
19
Dubuque Bank & Trust
Iowa
$21K +$20.1K +780 New
IA
20
IFP Advisors
Florida
$20K -$25.8K -1,000 -57%
IWMPD
21
Integrated Wealth Management (Palm Desert)
California
$18K
BWA
22
Burt Wealth Advisors
Maryland
$10K -$26 -1 -0.2%
SSB
23
Sandy Spring Bank
Maryland
$8K -$30.2K -1,171 -80%
LWM
24
Lenox Wealth Management
Ohio
$8K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$6K