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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
401
Lifeworks Advisors
Michigan
$1.08M +$22.6K +498 +2%
PWM
402
Perigon Wealth Management
California
$1.07M -$195K -4,285 -17%
RFN
403
RDA Financial Network
Iowa
$1.07M -$146K -3,208 -14%
SWM
404
Spire Wealth Management
Virginia
$1.04M +$364K +8,006 +68%
ATC
405
Argent Trust Co
Tennessee
$997K -$49.4K -1,087 -5%
LWA
406
Lantern Wealth Advisors
New York
$995K -$17K -375 -2%
GIA
407
Gladstone Institutional Advisory
Florida
$981K -$173K -3,807 -17%
GS
408
GWN Securities
Florida
$973K +$66.9K +1,472 +9%
FAM
409
Formidable Asset Management
Ohio
$971K +$413K +9,096 +45%
LA
410
Latitude Advisors
Florida
$970K +$163K +3,583 +24%
MWM
411
Maripau Wealth Management
Indiana
$970K -$301K -6,636 -27%
DC
412
Davenport & Co
Virginia
$963K -$145K -3,195 -15%
WAP
413
Wealthcare Advisory Partners
Pennsylvania
$962K +$124K +2,722 +18%
CWMK
414
Caliber Wealth Management (Kansas)
Kansas
$953K +$109K +2,400 +15%
EWA
415
Emergent Wealth Advisors
New York
$922K +$536K +11,799 New
LAS
416
Lloyd Advisory Services
Georgia
$902K +$510K +11,220 +190%
MA
417
MKT Advisors
California
$900K -$206K -4,538 -19%
GC
418
GatePass Capital
Ohio
$891K +$102K +2,235 +15%
TCA
419
Transcend Capital Advisors
New Jersey
$877K -$211K -4,637 -22%
GC
420
Grange Capital
Oregon
$863K +$743K +16,363 New
AFW
421
Avantra Family Wealth
Pennsylvania
$861K -$134K -2,948 -15%
SWP
422
Semus Wealth Partners
Florida
$847K -$116K -2,552 -14%
APC
423
Aspire Private Capital
North Carolina
$845K -$198K -4,348 -21%
VR
424
Vision Retirement
New Jersey
$844K +$107K +2,363 +17%
RFA
425
Resurgent Financial Advisors
Georgia
$806K -$149K -3,278 -18%
15 16
17
18 19