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iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
276
Wealth Quarterback
New Jersey
$3.13M +$189K +4,153 +8%
MHC
277
May Hill Capital
Massachusetts
$3.04M -$746K -16,416 -22%
CA
278
Chatterton & Associates
California
$3.01M -$414K -9,121 -13%
RWS
279
Retirement Wealth Solutions
Wisconsin
$3.01M -$118K -2,601 -4%
RA
280
RFG Advisory
Alabama
$3M -$409K -9,008 -14%
VAG
281
VisionPoint Advisory Group
Texas
$2.96M +$2.2M +48,385 +618%
CRI
282
Commonwealth Retirement Investments
Virginia
$2.92M +$101K +2,230 +4%
BHC
283
Bull Harbor Capital
Maryland
$2.91M -$13.7K -302 -0.5%
NAS
284
NWF Advisory Services
California
$2.88M +$1.24M +27,360 +101%
BWMG
285
Barnes Wealth Management Group
California
$2.86M -$388K -8,547 -14%
VHAM
286
Van Hulzen Asset Management
California
$2.83M +$2.44M +53,669 New
WF
287
WealthPoint Financial
North Carolina
$2.83M -$358K -7,871 -13%
FWP
288
Firethorn Wealth Partners
Georgia
$2.76M -$528K -11,627 -18%
WFS
289
WealthGarden F.S.
California
$2.75M +$227K +5,001 +11%
AWE
290
Avidian Wealth Enterprises
Texas
$2.74M -$436K -9,589 -16%
TF
291
Theory Financial
Colorado
$2.73M -$764K -16,817 -25%
JIC
292
Johnson Investment Counsel
Ohio
$2.69M +$2.32M +51,051 New
IAS
293
Insigneo Advisory Services
Florida
$2.68M +$2.31M +50,748 New
IA
294
IFG Advisory
Georgia
$2.67M +$2.3M +50,623 New
IAS
295
Integrity Advisory Solutions
Texas
$2.6M +$39.8K +876 +2%
BEI
296
Benjamin Edwards Inc
Missouri
$2.58M +$144K +3,178 +7%
DWA
297
Davis Wealth Advisors
New Hampshire
$2.53M -$722K -15,890 -25%
FHA
298
Flagship Harbor Advisors
Massachusetts
$2.52M -$45.4K -1,000 -2%
WCM
299
WealthTrak Capital Management
Virginia
$2.5M -$387K -8,514 -15%
AIA
300
Armor Investment Advisors
North Carolina
$2.5M +$309K +6,809 +17%
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