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iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
401
Independent Advisor Alliance
North Carolina
$474K +$493K +14,374 New
HKIMG
402
Hutchens & Kramer Investment Management Group
Indiana
$474K +$2.64K +77 +0.5%
VR
403
Vision Retirement
New Jersey
$450K +$78.5K +2,288 +20%
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$437K +$1.58K +46 +0.3%
BCI
405
Blue Capital Inc
Nebraska
$428K +$38.7K +1,128 +10%
SW
406
SMART Wealth
Nebraska
$421K +$438K +12,769 New
CFG
407
Cooper Financial Group
California
$412K +$429K +12,507 New
KA
408
Kovack Advisors
Florida
$409K +$108K +3,155 +34%
HIM
409
Hanlon Investment Management
New Jersey
$405K -$1.34K -39 -0.3%
GS
410
GTS Securities
Florida
$404K +$205K +5,978 +95%
AA
411
Armis Advisers
Georgia
$400K -$2.61K -76 -0.9%
IIA
412
IPG Investment Advisors
California
$400K +$34.3K +1,000 +9%
CAM
413
Concorde Asset Management
Michigan
$394K +$22.6K +659 +6%
SWM
414
Spire Wealth Management
Virginia
$389K +$9.85K +287 +2%
LWM
415
LongView Wealth Management
Georgia
$388K +$93.6K +2,727 +39%
BFP
416
Beacon Financial Planning
Massachusetts
$386K +$402K +11,715 New
EWA
417
EverSource Wealth Advisors
Alabama
$383K +$86.6K +2,523 +28%
CWG
418
Crown Wealth Group
North Carolina
$382K +$398K +11,589 New
FEM
419
Fulcrum Equity Management
Texas
$380K +$5.77K +168 +1%
LA
420
LexAurum Advisors
Kansas
$375K +$391K +11,389 New
AL
421
ARWA LLC
Texas
$375K +$345K +10,036 New
MWA
422
Madson Wealth Advisors
California
$368K +$383K +11,162 New
SI
423
Seeds Investor
New York
$364K +$315K +9,182 New
MSWM
424
McGlone Suttner Wealth Management
Wisconsin
$354K – – –
CPC
425
Cadia Private Client
New Jersey
$353K +$368K +10,711 New
15 16
17
18 19