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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAW
301
Signal Advisors Wealth
Michigan
$904K +$39.9K +1,152 +4%
HWM
302
Horizon Wealth Management
Illinois
$899K +$540K +15,573 +136%
O3W
303
Omni 360 Wealth
New Jersey
$886K +$894K +25,795 New
FPW
304
Fairvoy Private Wealth
Alabama
$876K +$912K +26,315 New
VW
305
Vantus Wealth
Pennsylvania
$864K +$900K +25,953 New
RIS
306
Richmond Investment Services
Wisconsin
$857K +$390K +11,263 +78%
TWP
307
Tempus Wealth Planning
California
$853K +$90.4K +2,608 +11%
CFG
308
Cassilly Financial Group
Maryland
$848K +$882K +25,452 New
MWM
309
Maripau Wealth Management
Indiana
$839K +$19.1K +551 +2%
OAS
310
Optivise Advisory Services
Tennessee
$809K +$256K +7,373 +44%
WAL
311
W Advisors LLC
Tennessee
$802K +$93.4K +2,694 +13%
FM
312
Family Management
New York
$756K +$29.4K +849 +4%
LSIA
313
LaSalle St. Investment Advisors
Illinois
$754K +$785K +22,646 New
DWM
314
DecisionMap Wealth Management
Virginia
$746K +$777K +22,404 New
Comerica Bank
315
Comerica Bank
Texas
$744K +$10.1K +291 +1%
MA
316
MKT Advisors
California
$742K +$49.1K +1,415 +7%
FA
317
Fedenia Advisers
Wisconsin
$736K +$73K +2,106 +11%
BAM
318
Belpointe Asset Management
Nevada
$736K +$389K +11,224 +103%
KV
319
Kickstand Ventures
New York
$734K +$319K +9,213 +72%
SF
320
Summit Financial
New Jersey
$726K +$274K +7,897 +57%
CCG
321
Catalina Capital Group
California
$719K +$278K +8,015 +59%
RFN
322
RDA Financial Network
Iowa
$718K +$11.9K +342 +2%
PWM
323
Perigon Wealth Management
California
$705K +$93.7K +2,703 +15%
BFA
324
Beacon Financial Advisory
Ohio
$705K +$80.6K +2,324 +12%
TWCA
325
Two West Capital Advisors
Kansas
$699K +$167K +4,826 +30%