We are live on ! Find out more
BAI icon

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
426
Resurgent Financial Advisors
Georgia
$806K -$149K -3,278 -18%
WWA
427
Wealth Watch Advisors
Colorado
$804K +$693K +15,256 New
DE
428
DV Equities
Illinois
$787K +$679K +14,937 New
CSPIA
429
Cary Street Partners Investment Advisory
Virginia
$785K +$73.5K +1,617 +12%
CG
430
CFO4Life Group
Texas
$782K +$674K +14,828 New
SG
431
StoneX Group
New York
$773K +$677K +14,913 New
BHPW
432
Box Hill Private Wealth
Arizona
$772K +$313K +6,879 +89%
OSAM
433
O'Shaughnessy Asset Management
Connecticut
$766K +$543K +11,952 +464%
MWA
434
MN Wealth Advisors
Kansas
$762K -$108K -2,371 -14%
LWPC
435
Legacy Wealth Partners (Colorado)
Colorado
$753K -$16.5K -363 -2%
AFP
436
Ausdal Financial Partners
Iowa
$750K -$17.4K -382 -3%
SCM
437
Shelton Capital Management
Colorado
$749K +$645K +14,198 New
SC
438
Solstein Capital
California
$725K +$625K +13,749 New
SWM
439
Silverlake Wealth Management
Vermont
$718K +$267K +5,870 +76%
GM
440
GeoWealth Management
Illinois
$717K -$147K -3,245 -19%
MCA
441
MSH Capital Advisors
Arizona
$716K -$45.8K -1,008 -7%
WEG
442
World Equity Group
Illinois
$715K -$931K -20,504 -60%
Betterment LLC
443
Betterment LLC
New York
$697K -$144K -3,159 -19%
IW
444
Imprint Wealth
South Carolina
$689K -$178K -3,918 -23%
RF
445
Rossby Financial
Florida
$683K +$224K +4,939 +62%
CPC
446
Cadia Private Client
New Jersey
$674K +$94.4K +2,079 +19%
PA
447
Parallel Advisors
California
$673K +$529K +11,635 +1,037%
KCM
448
Key Capital Management
Tennessee
$667K +$99.9K +2,198 +21%
IIA
449
IPG Investment Advisors
California
$665K +$21K +462 +4%
SI
450
Saxon Interests
Texas
$664K +$572K +12,593 New