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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
376
Fairvoy Private Wealth
Alabama
$1.3M -$519K -11,432 -32%
EI
377
EFG International
$1.3M -$76.4K -1,682 -6%
NL
378
NWAM LLC
Washington
$1.29M +$93.3K +2,053 +9%
AWA
379
Arkadios Wealth Advisors
Georgia
$1.28M -$99K -2,180 -8%
QCM
380
QRG Capital Management
Illinois
$1.26M +$369K +8,118 +51%
VW
381
Vantus Wealth
Pennsylvania
$1.26M +$1.09M +23,906 New
DWM
382
DecisionMap Wealth Management
Virginia
$1.26M +$23.6K +520 +2%
MHS
383
M Holdings Securities
Oregon
$1.24M -$81.1K -1,786 -7%
RCM
384
Raleigh Capital Management
North Carolina
$1.23M -$328K -7,225 -24%
UFA
385
Unify Financial Advisors
Florida
$1.22M -$370K -8,143 -26%
OAS
386
Optivise Advisory Services
Tennessee
$1.21M -$104K -2,279 -9%
JIC
387
Joel Isaacson & Co
New York
$1.2M +$1.03M +22,701 New
ACA
388
Arsenal Capital Advisors
Pennsylvania
$1.19M +$1.03M +22,632 New
BFS
389
BridgePort Financial Solutions
Iowa
$1.19M -$445K -9,786 -30%
WS
390
Wedbush Securities
California
$1.17M -$447K -9,843 -31%
CFG
391
Cassilly Financial Group
Maryland
$1.16M -$199K -4,380 -17%
AWMNH
392
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.16M +$263K +5,785 +36%
AIA
393
Accelerate Investment Advisors
California
$1.12M -$14.3K -315 -1%
SAW
394
Signal Advisors Wealth
Michigan
$1.11M -$275K -6,054 -22%
AWM
395
Alterna Wealth Management
Texas
$1.11M +$102K +2,254 +12%
FI
396
FWG Investments
Kentucky
$1.11M -$84.7K -1,864 -8%
TWCA
397
Two West Capital Advisors
Kansas
$1.1M -$68.4K -1,506 -6%
IWMO
398
Integrated Wealth Management (Ohio)
Ohio
$1.1M -$297K -6,539 -24%
PA
399
Pinnacle Associates
New York
$1.09M +$56.7K +1,248 +6%
GWSA
400
Global Wealth Strategies & Associates
Colorado
$1.09M -$12.9K -284 -1%
14 15
16
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