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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
276
Saxony Capital Management
Missouri
$1.16M +$1.2M +34,689 New
CWA
277
Clearview Wealth Advisors
Oregon
$1.15M +$704K +20,318 +143%
EWA
278
EP Wealth Advisors
California
$1.15M +$1.19M +34,463 New
NS
279
Northland Securities
Minnesota
$1.14M +$1.19M +34,372 New
OP
280
ORG Partners
Indiana
$1.14M +$326K +9,394 +38%
CIM
281
Capital Investment Management
Missouri
$1.14M +$1.18M +34,136 New
CFD
282
Creative Financial Designs
Indiana
$1.12M +$485K +13,997 +71%
CAM
283
Capital Asset Management
Colorado
$1.11M +$1.12M +32,288 New
BIG
284
Brookwood Investment Group
Arizona
$1.09M +$701K +20,208 +162%
SPI
285
Sutton Place Investors
New York
$1.09M +$78.1K +2,252 +7%
SJGA
286
Stephen J. Garry & Associates
New York
$1.03M +$30.5K +880 +3%
MWM
287
Mosley Wealth Management
California
$1,000K +$970K +27,985 New
RCM
288
Raleigh Capital Management
North Carolina
$999K +$94.8K +2,736 +10%
LBC
289
Leigh Baldwin & Co
New York
$997K +$1.04M +29,929 New
FPAS
290
Focus Partners Advisor Solutions
Missouri
$996K +$1.04M +29,898 New
ST
291
Sageworth Trust
Pennsylvania
$989K +$1.03M +29,693 New
SWP
292
Summit Wealth Partners
Florida
$973K +$1.01M +29,226 New
SFG
293
Sovereign Financial Group
Connecticut
$958K -$16.5K -475 -2%
HI
294
Harbour Investments
Wisconsin
$952K +$131K +3,792 +15%
SPC
295
Sigma Planning Corp
Michigan
$947K +$136K +3,928 +16%
Wealth Enhancement Advisory Services
296
Wealth Enhancement Advisory Services
Minnesota
$943K +$678K +19,544 +249%
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$939K +$955K +27,541 +4,198%
IWMO
298
Integrated Wealth Management (Ohio)
Ohio
$932K +$970K +27,982 New
UFA
299
Unify Financial Advisors
Florida
$925K +$963K +27,771 New
SAM
300
Smartleaf Asset Management
Massachusetts
$908K +$417K +12,036 +81%