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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
251
Mark Sheptoff Financial Planning
Connecticut
$2.01M -$33.5K -975 -2%
RWS
252
Retirement Wealth Solutions
Wisconsin
$1.97M +$275K +8,014 +15%
CWM
253
Contango Wealth Management
California
$1.84M +$1.26M +36,622 +189%
WCM
254
WealthTrak Capital Management
Virginia
$1.84M +$25.9K +754 +1%
BHC
255
Bull Harbor Capital
Maryland
$1.83M +$1.91M +55,547 New
WQ
256
Wealth Quarterback
New Jersey
$1.82M +$134K +3,914 +8%
LIA
257
LifePlan Investment Advisors
North Carolina
$1.81M +$236K +6,869 +14%
BW
258
Blalock Williams
Alabama
$1.81M +$258K +7,514 +16%
XPN
259
XY Planning Network
Montana
$1.77M +$537K +15,655 +43%
CRI
260
Commonwealth Retirement Investments
Virginia
$1.75M +$270K +7,862 +17%
CL
261
Choreo LLC
Illinois
$1.74M +$550K +16,024 +43%
AFPL
262
Advus Financial Partners, LLC
Florida
$1.71M +$445K +12,955 +33%
BRWA
263
B. Riley Wealth Advisors
Florida
$1.68M +$50.7K +1,477 +3%
WP
264
WealthPLAN Partners
Nebraska
$1.68M +$90.7K +2,641 +5%
TP
265
TritonPoint Partners
Maryland
$1.67M +$1.09M +31,697 +166%
SWP
266
Summit Wealth Partners
Florida
$1.63M +$690K +20,108 +69%
GSWM
267
Golden State Wealth Management
California
$1.62M +$1.15M +33,387 +213%
FHA
268
Flagship Harbor Advisors
Massachusetts
$1.61M +$81.7K +2,379 +5%
IAS
269
Integrity Advisory Solutions
Texas
$1.6M +$309K +8,988 +23%
KCM
270
KM Capital Management
Texas
$1.57M -$1.25M -36,346 -53%
AQR Capital Management
271
AQR Capital Management
Connecticut
$1.56M +$351K +10,218 +28%
WFS
272
WealthGarden F.S.
California
$1.55M +$61.8K +1,801 +4%
VPF
273
Vantage Point Financial
Illinois
$1.54M +$206K +6,014 +15%
BWA
274
BCU Wealth Advisors
Illinois
$1.54M +$111K +3,228 +7%
SFS
275
Sowell Financial Services
Arkansas
$1.53M +$184K +5,370 +13%