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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$9.95M +$8.44M +344,995 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$7.95M +$6.74M +275,467 New
AI
28
Atria Investments
North Carolina
$7.74M +$6.56M +268,193 New
Truist Financial
29
Truist Financial
North Carolina
$7.54M +$6.4M +261,510 New
SFP
30
Shepherd Financial Partners
Massachusetts
$7.32M +$6.21M +253,799 New
EL
31
EWA LLC
Pennsylvania
$6.81M +$5.77M +235,893 New
SHJ
32
Sharkey, Howes & Javer
Colorado
$6.49M +$5.51M +225,104 New
Osaic Holdings
33
Osaic Holdings
Arizona
$6.32M +$5.24M +214,004 +4,254%
US Bancorp
34
US Bancorp
Minnesota
$6.3M +$5.34M +218,348 New
CIAS
35
CFS Investment Advisory Services
New Jersey
$6.24M +$5.29M +216,193 New
SA
36
Scarborough Advisors
Maryland
$6.2M +$5.26M +215,020 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$6.07M +$5.15M +210,352 New
PCA
38
Prosperity Capital Advisors
Ohio
$5.91M +$5.01M +204,719 New
SFS
39
Security Financial Services
Indiana
$5.77M +$4.89M +199,923 New
IWA
40
Icon Wealth Advisors
Texas
$5.74M +$4.87M +198,976 New
Raymond James Financial
41
Raymond James Financial
Florida
$5.59M +$4.75M +193,875 New
Mariner
42
Mariner
Kansas
$5.31M +$4.51M +184,211 New
KFS
43
Kelly Financial Services
Massachusetts
$5.26M +$4.46M +182,257 New
SW
44
SteelPeak Wealth
California
$5.01M +$4.25M +173,657 New
WWG
45
West Wealth Group
California
$4.93M +$3.83M +156,642 New
RWA
46
Resolute Wealth Advisor
Ohio
$4.91M +$3.65M +148,946 New
EL
47
EQ LLC
Washington
$4.82M +$4.09M +167,032 New
HGWM
48
Horst & Graben Wealth Management
Oregon
$4.68M +$3.97M +162,181 New
Jane Street
49
Jane Street
New York
$4.62M +$3.92M +160,000 New
HWM
50
Horizon Wealth Management
Illinois
$4.57M +$3.88M +158,555 New