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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
376
Semus Wealth Partners
Florida
$613K +$22.7K +662 +4%
RFA
377
Resurgent Financial Advisors
Georgia
$612K -$5.05K -147 -0.8%
ISFAN
378
Investor's Fiduciary Advisor Network
Washington
$610K -$43.9K -1,278 -6%
PEWA
379
Pacific Excel Wealth Advisors
California
$593K +$265K +7,710 +75%
GAM
380
Gotham Asset Management
New York
$583K +$306K +8,905 +101%
MPW
381
Magnolia Private Wealth
Pennsylvania
$568K +$284K +8,281 +93%
PWM
382
Parkway Wealth Management
Texas
$561K +$74.3K +2,163 +17%
IW
383
Imprint Wealth
South Carolina
$560K +$178K +5,199 +44%
GS
384
GWN Securities
Florida
$560K +$53.1K +1,546 +10%
GM
385
GeoWealth Management
Illinois
$555K +$95.5K +2,782 +20%
MWA
386
MN Wealth Advisors
Kansas
$555K +$14.8K +430 +3%
SWM
387
Steelhead Wealth Management
Virginia
$552K +$576K +16,769 New
Betterment LLC
388
Betterment LLC
New York
$540K +$222K +6,456 +65%
AWMNH
389
Arcadia Wealth Management (New Hampshire)
New Hampshire
$534K +$108K +3,142 +24%
QCM
390
QRG Capital Management
Illinois
$522K -$56.6K -1,650 -9%
CWMK
391
Caliber Wealth Management (Kansas)
Kansas
$516K +$102K +2,971 +23%
WAP
392
Wealthcare Advisory Partners
Pennsylvania
$511K +$9.78K +285 +2%
LA
393
Latitude Advisors
Florida
$488K +$246K +7,175 +94%
GFA
394
Gallagher Fiduciary Advisors
Illinois
$483K +$13.7K +399 +3%
GC
395
GatePass Capital
Ohio
$483K +$43.5K +1,267 +9%
LWPC
396
Legacy Wealth Partners (Colorado)
Colorado
$483K +$37.5K +1,093 +8%
SIS
397
Sound Income Strategies
Florida
$482K +$32.9K +958 +7%
AFP
398
Ausdal Financial Partners
Iowa
$481K +$72K +2,096 +17%
MCA
399
MSH Capital Advisors
Arizona
$481K +$33.3K +971 +7%
IAA
400
Independent Advisor Alliance
North Carolina
$474K +$493K +14,374 New