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iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
401
Global Wealth Strategies & Associates
Colorado
$1.09M -$12.9K -284 -1%
LA
402
Lifeworks Advisors
Michigan
$1.08M +$22.6K +498 +2%
PWM
403
Perigon Wealth Management
California
$1.07M -$195K -4,285 -17%
RFN
404
RDA Financial Network
Iowa
$1.07M -$146K -3,208 -14%
SWM
405
Spire Wealth Management
Virginia
$1.04M +$364K +8,006 +68%
ATC
406
Argent Trust Co
Tennessee
$997K -$49.4K -1,087 -5%
LWA
407
Lantern Wealth Advisors
New York
$995K -$17K -375 -2%
GIA
408
Gladstone Institutional Advisory
Florida
$981K -$173K -3,807 -17%
GS
409
GWN Securities
Florida
$973K +$66.9K +1,472 +9%
FAM
410
Formidable Asset Management
Ohio
$971K +$413K +9,096 +45%
LA
411
Latitude Advisors
Florida
$970K +$163K +3,583 +24%
MWM
412
Maripau Wealth Management
Indiana
$970K -$301K -6,636 -27%
DC
413
Davenport & Co
Virginia
$963K -$145K -3,195 -15%
WAP
414
Wealthcare Advisory Partners
Pennsylvania
$962K +$124K +2,722 +18%
CWMK
415
Caliber Wealth Management (Kansas)
Kansas
$953K +$109K +2,400 +15%
EWA
416
Emergent Wealth Advisors
New York
$922K +$536K +11,799 New
LAS
417
Lloyd Advisory Services
Georgia
$902K +$510K +11,220 +190%
MA
418
MKT Advisors
California
$900K -$206K -4,538 -19%
GC
419
GatePass Capital
Ohio
$891K +$102K +2,235 +15%
TCA
420
Transcend Capital Advisors
New Jersey
$877K -$211K -4,637 -22%
GC
421
Grange Capital
Oregon
$863K +$743K +16,363 New
AFW
422
Avantra Family Wealth
Pennsylvania
$861K -$134K -2,948 -15%
SWP
423
Semus Wealth Partners
Florida
$847K -$116K -2,552 -14%
APC
424
Aspire Private Capital
North Carolina
$845K -$198K -4,348 -21%
VR
425
Vision Retirement
New Jersey
$844K +$107K +2,363 +17%
15 16
17
18 19