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iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
301
IPG Investment Advisors
California
$381K +$91.5K +2,900 +35%
BAM
302
Belpointe Asset Management
Nevada
$372K +$343K +10,881 New
FCA
303
Fortis Capital Advisors
Kansas
$372K +$343K +10,881 New
WAM
304
WNY Asset Management
New York
$369K +$341K +10,794 New
SWP
305
Strategic Wealth Partners
Ohio
$368K +$340K +10,765 New
TFA
306
Transamerica Financial Advisors
Florida
$362K +$334K +10,596 New
WWM
307
Western Wealth Management
Colorado
$360K +$332K +10,534 New
HF
308
HRT Financial
New York
$353K +$326K +10,348 New
Creative Planning
309
Creative Planning
Kansas
$337K +$311K +9,868 New
LAS
310
Lloyd Advisory Services
Georgia
$328K +$303K +9,597 New
CCFM
311
Clear Creek Financial Management
Washington
$326K +$301K +9,533 New
SIG
312
Spinnaker Investment Group
California
$324K +$299K +9,471 New
AWM
313
Apex Wealth Management
New Hampshire
$319K +$10.7K +339 +4%
MFG
314
Magnus Financial Group
New York
$315K +$291K +9,210 New
EWA
315
EverSource Wealth Advisors
Alabama
$311K +$157K +4,991 +121%
CSPIA
316
Cary Street Partners Investment Advisory
Virginia
$306K +$283K +8,969 New
PI
317
PFG Investments
New York
$304K +$281K +8,905 New
IW
318
Imprint Wealth
South Carolina
$296K +$273K +8,661 New
SIS
319
Sound Income Strategies
Florida
$294K +$50.8K +1,609 +24%
DCA
320
DSG Capital Advisors
Minnesota
$291K +$268K +8,505 New
Betterment LLC
321
Betterment LLC
New York
$284K +$23.2K +736 +10%
ATC
322
Argent Trust Co
Tennessee
$279K +$257K +8,154 New
Wealth Enhancement Advisory Services
323
Wealth Enhancement Advisory Services
Minnesota
$272K +$247K +7,838 New
BWM
324
BAM Wealth Management
Colorado
$270K +$250K +7,914 New
EAM
325
Empirical Asset Management
Massachusetts
$256K +$236K +7,495 New
11 12
13
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