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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
226
Chatterton & Associates
California
$2.68M +$682K +19,854 +38%
UAG
227
United Advisor Group
Ohio
$2.49M +$246K +7,167 +10%
FRA
228
FFG Retirement Advisors
Colorado
$2.45M +$138K +4,020 +6%
RIM
229
Redwood Investment Management
Arizona
$2.44M +$406K +11,812 +19%
MHC
230
May Hill Capital
Massachusetts
$2.44M +$265K +7,711 +12%
PRAG
231
Portfolio Resources Advisor Group
Florida
$2.43M +$105K +3,061 +4%
SS
232
Sunbelt Securities
Texas
$2.43M -$59.2K -1,725 -2%
HPM
233
Hoxton Planning & Management
West Virginia
$2.41M +$278K +8,086 +12%
VCP
234
Verus Capital Partners
Arizona
$2.38M +$512K +14,921 +26%
CIAS
235
Capital Investment Advisory Services
North Carolina
$2.36M +$2.46M +71,572 New
SWA
236
Strategies Wealth Advisors
Michigan
$2.31M +$2.4M +69,959 New
MWA
237
Merkkuri Wealth Advisors
New York
$2.29M +$80.2K +2,336 +3%
PIA
238
Panoramic Investment Advisors
Colorado
$2.29M +$158K +4,598 +7%
HNH
239
Hopwood Nicholas Hunter
$2.28M +$135K +3,918 +6%
ACM
240
Absolute Capital Management
Pennsylvania
$2.28M +$737K +21,458 +45%
TF
241
Theory Financial
Colorado
$2.26M +$10.5K +305 +0.4%
TWP
242
Tyche Wealth Partners
Texas
$2.23M +$239K +6,951 +11%
RA
243
RFG Advisory
Alabama
$2.17M +$282K +8,202 +14%
FWP
244
Firethorn Wealth Partners
Georgia
$2.11M +$108K +3,154 +5%
DWA
245
Davis Wealth Advisors
New Hampshire
$2.1M +$42.4K +1,234 +2%
BWMG
246
Barnes Wealth Management Group
California
$2.07M +$105K +3,062 +5%
SFC
247
Strategic Financial Concepts
Texas
$2.06M +$709K +20,655 +49%
JSW
248
Journey Strategic Wealth
New Jersey
$2.05M +$245K +7,135 +13%
AWE
249
Avidian Wealth Enterprises
Texas
$2.03M +$9.89K +288 +0.5%
WF
250
WealthPoint Financial
North Carolina
$2.03M +$87.3K +2,543 +4%
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