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iShares A.I. Innovation and Tech Active ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 104,274 | $3.47M | $4.33M | $860,952.97 | 24.81% |
| YA Yinka Akinsola Blue Trust Inc. | 152,995 | $5.03M | $6.73M | $1.7M | 33.77% |
 Jeff Ameen Spire Wealth Management | 19,799 | $787,220.68 | $857,890.67 | $70,669.99 | 8.98% |
 Ben Rothwell Keystone Financial Services | 248,027 | $8.04M | $10.53M | $2.5M | 31.05% |
 Shad Lamm Keystone Wealth Services LLC | 44,786 | $1.61M | $1.87M | $260,229.88 | 16.14% |
 Dipen Mehta Invst LLC | 156,337 | $5.2M | $6.53M | $1.33M | 25.5% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 43,747 | $1.55M | $1.87M | $316,598.49 | 20.42% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 53,659 | $1.91M | $2.24M | $336,572.58 | 17.67% |
 Kevin B. Crawford JB Capital LLC | 1.65M | $54.53M | $69.11M | $14.58M | 26.75% |
 Richard Slavik Newbridge Financial Services Group Inc. | 231 | $12,178.32 | $10,166.31 | -$2,012.01 | -16.52% |
 Kurt Van Dyken Lifeworks Advisors LLC | 20,574 | $708,085.63 | $860,404.68 | $152,319.05 | 21.51% |
| KC Kasey Cook Maripau Wealth Management LLC | 18,395 | $607,408.05 | $779,028.25 | $171,620.2 | 28.25% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 219,874 | $7.4M | $9.39M | $1.99M | 26.95% |
 Ryan Charles Stout Theory Financial LLC | 51,700 | $1.72M | $2.23M | $508,587.82 | 29.54% |
 Matthew Liebman Amplius Wealth Advisors LLC | 6,684 | $352,380.48 | $279,658.56 | -$72,721.92 | -20.64% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 121,383 | $5.93M | $5.26M | -$672,395.62 | -11.34% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 96,447 | $3.39M | $4.24M | $859,527.9 | 25.39% |
 Scott Ungar BlackDiamond Wealth Management LLC | 32,684 | $973,258.88 | $1.37M | $397,181.24 | 40.81% |
 Timothy J. Landolt Endowment Wealth Management Inc. | 7,859 | $414,326.48 | $331,178.26 | -$83,148.22 | -20.07% |
 Jaclyn Gilbert SAXON INTERESTS Inc. | 12,593 | $663,902.96 | $528,529.47 | -$135,373.49 | -20.39% |
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