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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
326
Savvy Advisors Inc
New York
$1.87M +$625K +13,765 +63%
O3W
327
Omni 360 Wealth
New Jersey
$1.85M +$124K +2,736 +8%
CCFM
328
Clear Creek Financial Management
Washington
$1.85M +$622K +13,681 +64%
GAM
329
Gotham Asset Management
New York
$1.84M +$781K +17,195 +97%
AL
330
ARWA LLC
Texas
$1.8M +$1.44M +31,660 +315%
FHC
331
First Heartland Consultants
Missouri
$1.78M -$467K -10,283 -23%
Creative Planning
332
Creative Planning
Kansas
$1.78M +$451K +9,926 +41%
EWA
333
EP Wealth Advisors
California
$1.77M -$1.5K -33 -0.1%
JMA
334
J.M. Arbour
Maine
$1.77M -$437K -9,611 -22%
SAM
335
Smartleaf Asset Management
Massachusetts
$1.74M
SEIA
336
Signature Estate & Investment Advisors
California
$1.71M -$16.5K -364 -1%
KCM
337
KM Capital Management
Texas
$1.68M -$18.2K -400 -1%
GVCM
338
Global View Capital Management
Wisconsin
$1.67M +$1.44M +31,599 New
AFG
339
Atomi Financial Group
New York
$1.66M -$252K -5,537 -15%
PW
340
PUREfi Wealth
Massachusetts
$1.66M -$296K -6,510 -17%
HWM
341
Horizon Wealth Management
Illinois
$1.64M -$166K -3,664 -11%
PTC
342
Private Trust Company
Ohio
$1.63M +$325K +7,156 +30%
WAM
343
WNY Asset Management
New York
$1.63M -$187K -4,107 -12%
SJGA
344
Stephen J. Garry & Associates
New York
$1.62M -$57.9K -1,275 -4%
AWA
345
Asempa Wealth Advisors
Louisiana
$1.6M +$286K +6,296 +26%
SPI
346
Sutton Place Investors
New York
$1.58M -$286K -6,305 -17%
CIM
347
Capital Investment Management
Missouri
$1.58M -$319K -7,016 -19%
CPCM
348
Cardinal Point Capital Management
Ontario, Canada
$1.57M
AWA
349
Alta Wealth Advisors
Massachusetts
$1.57M +$113K +2,483 +9%
SIS
350
Sound Income Strategies
Florida
$1.57M +$706K +15,549 +110%