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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
276
Alterna Wealth Management
Texas
$481K +$444K +14,073 New
SF
277
Summit Financial
New Jersey
$475K +$439K +13,902 New
WS
278
Wedbush Securities
California
$468K +$432K +13,693 New
CCG
279
Catalina Capital Group
California
$464K +$191K +6,059 +81%
PTC
280
Private Trust Company
Ohio
$462K +$288K +9,135 +208%
GFA
281
Gallagher Fiduciary Advisors
Illinois
$459K +$423K +13,423 New
AWMNH
282
Arcadia Wealth Management (New Hampshire)
New Hampshire
$455K +$420K +13,305 New
NCM
283
Northwest Capital Management
Oregon
$451K -$74.2K -2,352 -15%
UAG
284
United Advisor Group
Ohio
$448K +$94.5K +2,997 +30%
HIM
285
Hanlon Investment Management
New Jersey
$445K +$411K +13,041 New
KV
286
Kickstand Ventures
New York
$439K +$173K +5,473 +74%
SEIA
287
Signature Estate & Investment Advisors
California
$437K +$404K +12,792 New
BIG
288
Brookwood Investment Group
Arizona
$427K +$10.8K +343 +3%
AWA
289
Arete Wealth Advisors
Illinois
$423K +$391K +12,385 New
MCA
290
MSH Capital Advisors
Arizona
$421K +$389K +12,335 New
LWA
291
Lantern Wealth Advisors
New York
$416K +$385K +12,192 New
FTWA
292
Fifth Third Wealth Advisors
Ohio
$408K +$377K +11,947 New
AIM
293
Advyzon Investment Management
Illinois
$400K +$370K +11,721 New
CWMK
294
Caliber Wealth Management (Kansas)
Kansas
$400K +$369K +11,705 New
GSWM
295
Golden State Wealth Management
California
$400K +$256K +8,122 +227%
AFP
296
Ausdal Financial Partners
Iowa
$398K +$368K +11,659 New
HWM
297
Horizon Wealth Management
Illinois
$390K -$4.64M -147,124 -93%
SWM
298
Spire Wealth Management
Virginia
$383K +$133K +4,221 +60%
FEM
299
Fulcrum Equity Management
Texas
$382K +$353K +11,184 New
IIA
300
IPG Investment Advisors
California
$381K +$91.5K +2,900 +35%
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12
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