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iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
276
Clearview Wealth Advisors
Oregon
$485K +$67.3K +2,134 +18%
AWM
277
Alterna Wealth Management
Texas
$481K +$444K +14,073 New
SF
278
Summit Financial
New Jersey
$475K +$439K +13,902 New
WS
279
Wedbush Securities
California
$468K +$432K +13,693 New
CCG
280
Catalina Capital Group
California
$464K +$191K +6,059 +81%
PTC
281
Private Trust Company
Ohio
$462K +$288K +9,135 +208%
GFA
282
Gallagher Fiduciary Advisors
Illinois
$459K +$423K +13,423 New
AWMNH
283
Arcadia Wealth Management (New Hampshire)
New Hampshire
$455K +$420K +13,305 New
NCM
284
Northwest Capital Management
Oregon
$451K -$74.2K -2,352 -15%
UAG
285
United Advisor Group
Ohio
$448K +$94.5K +2,997 +30%
HIM
286
Hanlon Investment Management
New Jersey
$445K +$411K +13,041 New
KV
287
Kickstand Ventures
New York
$439K +$173K +5,473 +74%
SEIA
288
Signature Estate & Investment Advisors
California
$437K +$404K +12,792 New
BIG
289
Brookwood Investment Group
Arizona
$427K +$10.8K +343 +3%
AWA
290
Arete Wealth Advisors
Illinois
$423K +$391K +12,385 New
MCA
291
MSH Capital Advisors
Arizona
$421K +$389K +12,335 New
LWA
292
Lantern Wealth Advisors
New York
$416K +$385K +12,192 New
FTWA
293
Fifth Third Wealth Advisors
Ohio
$408K +$377K +11,947 New
AIM
294
Advyzon Investment Management
Illinois
$400K +$370K +11,721 New
CWMK
295
Caliber Wealth Management (Kansas)
Kansas
$400K +$369K +11,705 New
GSWM
296
Golden State Wealth Management
California
$400K +$256K +8,122 +227%
AFP
297
Ausdal Financial Partners
Iowa
$398K +$368K +11,659 New
HWM
298
Horizon Wealth Management
Illinois
$390K -$4.64M -147,124 -93%
SWM
299
Spire Wealth Management
Virginia
$383K +$133K +4,221 +60%
FEM
300
Fulcrum Equity Management
Texas
$382K +$353K +11,184 New
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