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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
MHC
276
May Hill Capital
Massachusetts
$3.04M -$746K -16,416 -22%
CA
277
Chatterton & Associates
California
$3.01M -$414K -9,121 -13%
RWS
278
Retirement Wealth Solutions
Wisconsin
$3.01M -$118K -2,601 -4%
RA
279
RFG Advisory
Alabama
$3M -$409K -9,008 -14%
VAG
280
VisionPoint Advisory Group
Texas
$2.96M +$2.2M +48,385 +618%
CRI
281
Commonwealth Retirement Investments
Virginia
$2.92M +$101K +2,230 +4%
BHC
282
Bull Harbor Capital
Maryland
$2.91M -$13.7K -302 -0.5%
NAS
283
NWF Advisory Services
California
$2.88M +$1.24M +27,360 +101%
BWMG
284
Barnes Wealth Management Group
California
$2.86M -$388K -8,547 -14%
VHAM
285
Van Hulzen Asset Management
California
$2.83M +$2.44M +53,669 New
WF
286
WealthPoint Financial
North Carolina
$2.83M -$358K -7,871 -13%
FWP
287
Firethorn Wealth Partners
Georgia
$2.76M -$528K -11,627 -18%
WFS
288
WealthGarden F.S.
California
$2.75M +$227K +5,001 +11%
AWE
289
Avidian Wealth Enterprises
Texas
$2.74M -$436K -9,589 -16%
TF
290
Theory Financial
Colorado
$2.73M -$764K -16,817 -25%
JIC
291
Johnson Investment Counsel
Ohio
$2.69M +$2.32M +51,051 New
IAS
292
Insigneo Advisory Services
Florida
$2.68M +$2.31M +50,748 New
IA
293
IFG Advisory
Georgia
$2.67M +$2.3M +50,623 New
IAS
294
Integrity Advisory Solutions
Texas
$2.6M +$39.8K +876 +2%
BEI
295
Benjamin Edwards Inc
Missouri
$2.58M +$144K +3,178 +7%
DWA
296
Davis Wealth Advisors
New Hampshire
$2.53M -$722K -15,890 -25%
FHA
297
Flagship Harbor Advisors
Massachusetts
$2.52M -$45.4K -1,000 -2%
WCM
298
WealthTrak Capital Management
Virginia
$2.5M -$387K -8,514 -15%
AIA
299
Armor Investment Advisors
North Carolina
$2.5M +$309K +6,809 +17%
MSFP
300
Mark Sheptoff Financial Planning
Connecticut
$2.5M +$111K +2,450 +5%
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