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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$372K +$343K +10,881 New
FCA
302
Fortis Capital Advisors
Kansas
$372K +$343K +10,881 New
WAM
303
WNY Asset Management
New York
$369K +$341K +10,794 New
SWP
304
Strategic Wealth Partners
Ohio
$368K +$340K +10,765 New
TFA
305
Transamerica Financial Advisors
Florida
$362K +$334K +10,596 New
WWM
306
Western Wealth Management
Colorado
$360K +$332K +10,534 New
HF
307
HRT Financial
New York
$353K +$326K +10,348 New
Creative Planning
308
Creative Planning
Kansas
$337K +$311K +9,868 New
LAS
309
Lloyd Advisory Services
Georgia
$328K +$303K +9,597 New
CCFM
310
Clear Creek Financial Management
Washington
$326K +$301K +9,533 New
SIG
311
Spinnaker Investment Group
California
$324K +$299K +9,471 New
AWM
312
Apex Wealth Management
New Hampshire
$319K +$10.7K +339 +4%
MFG
313
Magnus Financial Group
New York
$315K +$291K +9,210 New
EWA
314
EverSource Wealth Advisors
Alabama
$311K +$157K +4,991 +121%
CSPIA
315
Cary Street Partners Investment Advisory
Virginia
$306K +$283K +8,969 New
PI
316
PFG Investments
New York
$304K +$281K +8,905 New
IW
317
Imprint Wealth
South Carolina
$296K +$273K +8,661 New
SIS
318
Sound Income Strategies
Florida
$294K +$50.8K +1,609 +24%
DCA
319
DSG Capital Advisors
Minnesota
$291K +$268K +8,505 New
Betterment LLC
320
Betterment LLC
New York
$284K +$23.2K +736 +10%
ATC
321
Argent Trust Co
Tennessee
$279K +$257K +8,154 New
Wealth Enhancement Advisory Services
322
Wealth Enhancement Advisory Services
Minnesota
$272K +$247K +7,838 New
BWM
323
BAM Wealth Management
Colorado
$270K +$250K +7,914 New
EAM
324
Empirical Asset Management
Massachusetts
$256K +$236K +7,495 New
KWA
325
Kingswood Wealth Advisors
California
$250K +$231K +7,333 New