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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
401
Clear Creek Financial Management
Washington
$307K -$10.7K -308 -3%
KWA
402
Kingswood Wealth Advisors
California
$306K +$64.7K +1,867 +25%
KA
403
Kovack Advisors
Florida
$305K +$317K +9,152 New
EWA
404
EverSource Wealth Advisors
Alabama
$304K +$104 +3 +0%
OFS
405
OneAscent Financial Services
Alabama
$299K +$311K +8,973 New
MPW
406
Magnolia Private Wealth
Pennsylvania
$298K +$310K +8,949 New
GAM
407
Gotham Asset Management
New York
$293K +$305K +8,798 New
OPWM
408
Oregon Pacific Wealth Management
Oregon
$286K +$298K +8,598 New
AA
409
Armis Advisers
Georgia
$279K +$289K +8,346 New
PFA
410
Pinnacle Family Advisors
Missouri
$274K +$285K +8,219 New
CIA
411
Cape Investment Advisory
Georgia
$268K +$36.3K +1,048 +15%
BWM
412
BAM Wealth Management
Colorado
$268K +$4.44K +128 +2%
FWM
413
FLP Wealth Management
Arkansas
$261K +$63.5K +1,831 +30%
CIG
414
Cascade Investment Group
Colorado
$258K +$24.3K +700 +10%
YWM
415
Yukon Wealth Management
Kansas
$256K +$271K +7,829 New
LA
416
Latitude Advisors
Florida
$254K +$265K +7,641 New
EWA
417
Emergent Wealth Advisors
New York
$248K +$258K +7,447 New
LWM
418
LongView Wealth Management
Georgia
$246K +$245K +7,079 New
SI
419
Stirlingshire Investments
New York
$242K +$252K +7,259 New
SAM
420
Strategy Asset Managers
California
$236K +$245K +7,074 New
DCA
421
DSG Capital Advisors
Minnesota
$234K -$60.7K -1,752 -21%
B
422
Bensler
Washington
$232K +$241K +6,961 New
EDRH
423
Edmond de Rothschild Holding
Switzerland
$232K – – –
BFS
424
Bradley Foster & Sargent
Connecticut
$230K +$10.3K +297 +4%
LEA
425
Legacy Edge Advisors
New York
$229K -$1.49K -43 -0.6%
15 16
17
18 19