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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
426
Kingswood Wealth Advisors
California
$346K +$44.5K +1,296 +14%
KCM
427
Key Capital Management
Tennessee
$344K +$190K +5,521 +112%
CIA
428
Cape Investment Advisory
Georgia
$333K +$71.3K +2,078 +26%
RFP
429
RCS Financial Planning
Maryland
$332K -$1.4M -40,816 -80%
AWMI
430
Aegis Wealth Management (Iowa)
Iowa
$330K +$27.1K +788 +9%
QP
431
Quartz Partners
New York
$329K +$343K +9,998 New
YWM
432
Yukon Wealth Management
Kansas
$329K +$74.4K +2,166 +28%
Tudor Investment Corp
433
Tudor Investment Corp
Connecticut
$316K +$329K +9,591 New
OPWM
434
Oregon Pacific Wealth Management
Oregon
$314K +$32K +931 +11%
LFG
435
Lockerman Financial Group
California
$308K +$99.7K +2,905 +45%
FA
436
Fedenia Advisers
Wisconsin
$303K -$444K -12,931 -58%
FIM
437
Freedom Investment Management
Connecticut
$296K -$72.6K -2,115 -19%
OFS
438
OneAscent Financial Services
Alabama
$296K +$103 +3 +0%
RCM
439
Richardson Capital Management
Wisconsin
$295K +$282K +8,213 +1,122%
FWM
440
FLP Wealth Management
Arkansas
$290K +$32.9K +957 +12%
BWM
441
BAM Wealth Management
Colorado
$290K +$26.1K +761 +9%
SWM
442
SeaCrest Wealth Management
New York
$284K +$296K +8,633 New
AO
443
Advisor OS
Illinois
$280K +$291K +8,488 New
PFA
444
Pinnacle Family Advisors
Missouri
$278K +$7K +204 +2%
RF
445
Rossby Financial
Florida
$273K +$264K +7,689 +2,302%
CIG
446
Cascade Investment Group
Colorado
$272K +$17.2K +500 +6%
SI
447
Stirlingshire Investments
New York
$266K +$27.5K +801 +11%
FWWM
448
Fiscal Wisdom Wealth Management
Connecticut
$264K +$275K +8,015 New
VAG
449
VisionPoint Advisory Group
Texas
$258K +$269K +7,830 New
BHPW
450
Box Hill Private Wealth
Arizona
$256K +$267K +7,772 New