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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
326
M Holdings Securities
Oregon
$697K +$725K +20,922 New
PW
327
PUREfi Wealth
Massachusetts
$696K +$508K +14,648 +234%
TFA
328
Transamerica Financial Advisors
Florida
$686K +$346K +9,991 +94%
TCA
329
Transcend Capital Advisors
New Jersey
$675K -$96.8K -2,793 -12%
ISFAN
330
Investor's Fiduciary Advisor Network
Washington
$659K +$76.6K +2,209 +13%
GIA
331
Gladstone Institutional Advisory
Florida
$655K +$682K +19,669 New
AIA
332
Accelerate Investment Advisors
California
$653K +$54.2K +1,563 +9%
AFW
333
Avantra Family Wealth
Pennsylvania
$647K +$1.8K +52 +0.3%
APC
334
Aspire Private Capital
North Carolina
$645K +$15.1K +436 +2%
CWM
335
Contango Wealth Management
California
$644K +$670K +19,335 New
AWA
336
Asempa Wealth Advisors
Louisiana
$643K +$669K +19,297 New
DC
337
Davenport & Co
Virginia
$642K +$109K +3,150 +20%
TP
338
TritonPoint Partners
Maryland
$636K +$662K +19,091 New
RFA
339
Resurgent Financial Advisors
Georgia
$623K +$52.1K +1,503 +9%
LA
340
Lifeworks Advisors
Michigan
$615K +$81.7K +2,358 +15%
FI
341
FWG Investments
Kentucky
$600K +$122K +3,520 +24%
SEIA
342
Signature Estate & Investment Advisors
California
$600K +$181K +5,211 +41%
AWA
343
Arkadios Wealth Advisors
Georgia
$599K -$16.6K -478 -3%
SWP
344
Semus Wealth Partners
Florida
$598K +$63.1K +1,820 +11%
QCM
345
QRG Capital Management
Illinois
$582K +$763 +22 +0.1%
AWA
346
Arete Wealth Advisors
Illinois
$570K +$164K +4,744 +38%
PA
347
Pinnacle Associates
New York
$567K +$591K +17,038 New
AAS
348
Ameritas Advisory Services
Nebraska
$567K +$417K +12,024 +240%
CCM
349
Coldstream Capital Management
Washington
$547K +$12.2K +352 +2%
MWA
350
MN Wealth Advisors
Kansas
$546K +$58.6K +1,691 +11%
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