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iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
451
Yukon Wealth Management
Kansas
$646K +$103K +2,259 +23%
CWG
452
Crown Wealth Group
North Carolina
$640K +$25K +551 +5%
APFP
453
Action Point Financial Planning
Michigan
$638K +$550K +12,109 New
SFC
454
Strategic Financial Concepts
Texas
$636K -$2.29M -50,462 -81%
CP
455
Castleview Partners
Texas
$634K +$546K +12,024 New
HKIMG
456
Hutchens & Kramer Investment Management Group
Indiana
$608K -$129K -2,844 -20%
CFO
457
Callan Family Office
Pennsylvania
$604K +$520K +11,456 New
LA
458
LexAurum Advisors
Kansas
$600K – – –
CFG
459
Cooper Financial Group
California
$594K -$56K -1,233 -10%
ABTD
460
Arvest Bank Trust Division
Oklahoma
$585K +$504K +11,088 New
GFA
461
Gallagher Fiduciary Advisors
Illinois
$583K -$164K -3,616 -25%
MSFS
462
Main Street Financial Solutions
Pennsylvania
$582K +$502K +11,047 New
RCM
463
Richardson Capital Management
Wisconsin
$582K +$95.1K +2,093 +23%
PWM
464
Parkway Wealth Management
Texas
$579K -$183K -4,028 -27%
KIM
465
Kestra Investment Management
Texas
$574K +$494K +10,881 New
MSWM
466
McGlone Suttner Wealth Management
Wisconsin
$567K – – –
LIM
467
Leavell Investment Management
Alabama
$561K +$483K +10,636 New
HFG
468
Harborfront Financial Group
Michigan
$560K +$483K +10,627 New
VWM
469
Vermillion Wealth Management
Minnesota
$558K +$481K +10,586 New
CAM
470
Concorde Asset Management
Michigan
$532K -$84.7K -1,864 -16%
EMCIP
471
Ewing Morris & Co Investment Partners
Ontario, Canada
$531K +$458K +10,079 New
SIG
472
Spinnaker Investment Group
California
$530K +$457K +10,055 New
BCI
473
Blue Capital Inc
Nebraska
$529K -$135K -2,965 -23%
LFG
474
Lockerman Financial Group
California
$528K +$30.9K +680 +7%
ASG
475
Advisory Solutions Group
Minnesota
$525K +$452K +9,957 New
17 18
19
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