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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
Silverlake Wealth Management
Vermont
$255K +$266K +7,744 New
AF
452
ASL Financial
California
$254K +$265K +7,716 New
PCIA
453
Prime Capital Investment Advisors
Kansas
$254K +$35.2K +1,025 +15%
PCG
454
Prosperity Consulting Group
Maryland
$254K +$264K +7,698 New
WPW
455
Waldron Private Wealth
Pennsylvania
$243K +$21.6K +628 +9%
SAM
456
Strategy Asset Managers
California
$238K +$4.98K +145 +2%
CA
457
Continuum Advisory
Idaho
$237K +$18K +525 +8%
LEA
458
Legacy Edge Advisors
New York
$237K +$10.9K +318 +5%
RSWM
459
Robertson Stephens Wealth Management
California
$231K +$241K +7,014 New
BFS
460
Bradley Foster & Sargent
Connecticut
$227K
TWM
461
Trinity Wealth Management
Pennsylvania
$225K +$8.34K +243 +4%
SPWG
462
Syntegra Private Wealth Group
Missouri
$216K -$1.51K -44 -0.7%
DCA
463
DSG Capital Advisors
Minnesota
$214K -$8.69K -253 -4%
EAM
464
Empirical Asset Management
Massachusetts
$214K +$5.49K +160 +3%
EFS
465
Essex Financial Services
Connecticut
$214K +$223K +6,485 New
EWM
466
Elevation Wealth Management
Minnesota
$207K +$215K +6,270 New
BTWM
467
Baker Tilly Wealth Management
Wisconsin
$201K +$209K +6,090 New
LAS
468
Lloyd Advisory Services
Georgia
$194K -$249K -7,267 -55%
KFG
469
Kingdom Financial Group
Arizona
$194K +$52.8K +1,537 +35%
FMP
470
Financial Management Professionals
Texas
$187K
NRC
471
New Republic Capital
North Carolina
$172K +$8.21K +239 +5%
CF
472
Centaurus Financial
California
$167K +$37.8K +1,101 +28%
GSEP
473
Golden State Equity Partners
California
$163K -$150K -4,367 -47%
Fidelity Investments
474
Fidelity Investments
Massachusetts
$155K +$113K +3,286 +231%
NB
475
NBT Bank
New York
$154K +$159K +4,638 +14,055%