We are live on ! Find out more
BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
251
Aspire Private Capital
North Carolina
$647K +$597K +18,931 New
BFA
252
Beacon Financial Advisory
Ohio
$644K +$362K +11,489 +156%
JSL
253
JT Stratford LLC
Georgia
$634K +$585K +18,548 New
PWM
254
Perigon Wealth Management
California
$631K +$324K +10,276 +125%
AWA
255
Arkadios Wealth Advisors
Georgia
$631K +$583K +18,474 New
AIA
256
Accelerate Investment Advisors
California
$617K +$303K +9,594 +113%
ISFAN
257
Investor's Fiduciary Advisor Network
Washington
$600K +$333K +10,546 +150%
QCM
258
QRG Capital Management
Illinois
$596K +$551K +17,458 New
RFA
259
Resurgent Financial Advisors
Georgia
$588K +$312K +9,897 +135%
IAS
260
Integrity Advisory Solutions
Texas
$581K +$537K +17,021 New
M1FG
261
Mach-1 Financial Group
Arkansas
$581K +$537K +17,021 New
TWCA
262
Two West Capital Advisors
Kansas
$578K +$290K +9,194 +132%
OAS
263
Optivise Advisory Services
Tennessee
$578K +$533K +16,909 New
SWP
264
Semus Wealth Partners
Florida
$551K +$509K +16,127 New
DC
265
Davenport & Co
Virginia
$551K +$279K +8,837 +121%
LA
266
Lifeworks Advisors
Michigan
$551K +$508K +16,117 New
CCM
267
Coldstream Capital Management
Washington
$549K +$507K +16,072 New
RW
268
Regimen Wealth
Georgia
$539K -$3.31K -105 -0.7%
FIM
269
Freedom Investment Management
Connecticut
$526K +$486K +15,407 New
HKIMG
270
Hutchens & Kramer Investment Management Group
Indiana
$521K +$481K +15,248 New
SAM
271
Smartleaf Asset Management
Massachusetts
$509K +$247K +7,844 +111%
MWA
272
MN Wealth Advisors
Kansas
$503K +$464K +14,712 New
FI
273
FWG Investments
Kentucky
$495K +$234K +7,412 +105%
RIS
274
Richmond Investment Services
Wisconsin
$495K +$457K +14,479 New
CWA
275
Clearview Wealth Advisors
Oregon
$485K +$67.3K +2,134 +18%
9 10
11
12 13