BAI icon

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
326
Sovereign Financial Group
Connecticut
$984K +$37.5K +1,091 +4%
CPCM
327
Cardinal Point Capital Management
Ontario, Canada
$980K +$1.02M +29,739 New
TW
328
Traveka Wealth
California
$973K +$587K +17,108 +138%
HI
329
Harbour Investments
Wisconsin
$970K +$29.2K +850 +3%
MWM
330
Mosley Wealth Management
California
$963K +$7.04K +205 +0.7%
RW
331
Regimen Wealth
Georgia
$945K +$445K +12,966 +83%
KV
332
Kickstand Ventures
New York
$916K +$198K +5,759 +26%
IWMO
333
Integrated Wealth Management (Ohio)
Ohio
$902K -$21K -612 -2%
AWA
334
Alta Wealth Advisors
Massachusetts
$897K +$535K +15,573 +134%
NAS
335
NWF Advisory Services
California
$896K +$383K +11,162 +70%
BFA
336
Beacon Financial Advisory
Ohio
$893K +$204K +5,930 +28%
SAW
337
Signal Advisors Wealth
Michigan
$893K -$2.33K -68 -0.3%
CIM
338
Catalyst Investment Management
New Hampshire
$886K +$745K +21,706 New
LSIA
339
LaSalle St. Investment Advisors
Illinois
$873K +$132K +3,834 +17%
CFG
340
Cassilly Financial Group
Maryland
$871K +$33.3K +971 +4%
AWA
341
Arkadios Wealth Advisors
Georgia
$869K +$287K +8,374 +47%
EI
342
EFG International
$865K +$901K +26,255 New
FM
343
Family Management
New York
$857K +$113K +3,297 +15%
MA
344
MKT Advisors
California
$844K +$86K +2,506 +12%
OAS
345
Optivise Advisory Services
Tennessee
$831K +$31.9K +929 +4%
MWM
346
Maripau Wealth Management
Indiana
$825K -$5.15K -150 -0.6%
AWA
347
Asempa Wealth Advisors
Louisiana
$823K +$166K +4,847 +25%
PWM
348
Perigon Wealth Management
California
$813K +$120K +3,483 +16%
TFA
349
Transamerica Financial Advisors
Florida
$805K +$132K +3,840 +19%
AAS
350
Ameritas Advisory Services
Nebraska
$797K +$246K +7,167 +42%
12 13
14
15 16