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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEG
351
World Equity Group
Illinois
$540K -$189K -5,448 -25%
NAS
352
NWF Advisory Services
California
$534K +$556K +16,043 New
GSWM
353
Golden State Wealth Management
California
$523K +$139K +4,004 +34%
RW
354
Regimen Wealth
Georgia
$523K -$2.84K -82 -0.5%
PTC
355
Private Trust Company
Ohio
$516K +$68.2K +1,968 +15%
GS
356
GWN Securities
Florida
$514K +$535K +15,434 New
WAP
357
Wealthcare Advisory Partners
Pennsylvania
$507K +$528K +15,237 New
LWA
358
Lantern Wealth Advisors
New York
$499K +$96.9K +2,794 +23%
BFG
359
Beto Financial Group
Idaho
$492K +$492K +14,183 New
AWM
360
Alterna Wealth Management
Texas
$482K +$13.6K +393 +3%
HKIMG
361
Hutchens & Kramer Investment Management Group
Indiana
$476K -$33K -953 -6%
GFA
362
Gallagher Fiduciary Advisors
Illinois
$475K +$29.4K +849 +6%
PI
363
PFG Investments
New York
$475K +$186K +5,352 +60%
GM
364
GeoWealth Management
Illinois
$468K -$1.32M -37,938 -73%
SIS
365
Sound Income Strategies
Florida
$461K +$174K +5,014 +61%
Creative Planning
366
Creative Planning
Kansas
$458K +$135K +3,891 +39%
MCA
367
MSH Capital Advisors
Arizona
$453K +$44.3K +1,277 +10%
LWPC
368
Legacy Wealth Partners (Colorado)
Colorado
$451K +$470K +13,552 New
GC
369
GatePass Capital
Ohio
$446K +$225K +6,504 +94%
CSPIA
370
Cary Street Partners Investment Advisory
Virginia
$440K +$147K +4,249 +47%
LAS
371
Lloyd Advisory Services
Georgia
$438K +$123K +3,560 +37%
AWMNH
372
Arcadia Wealth Management (New Hampshire)
New Hampshire
$435K -$8.39K -242 -2%
PWM
373
Parkway Wealth Management
Texas
$428K +$445K +12,851 New
AWM
374
Able Wealth Management
New Jersey
$426K +$444K +12,800 New
CWMK
375
Caliber Wealth Management (Kansas)
Kansas
$423K +$34.6K +997 +9%