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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
501
Wells Financial Advisors
Massachusetts
$20.1K +$1.03K +30 +5%
KFGG
502
Keystone Financial Group (Georgia)
Georgia
$19.8K +$2.95K +86 +17%
FFA
503
Founders Financial Alliance
North Carolina
$19.6K +$17K +495 +495%
RFA
504
Reyes Financial Architecture
California
$16.8K +$17.5K +509 New
ECA
505
Elevated Capital Advisors
Utah
$16.5K +$17.2K +502 New
AG
506
AmeriFlex Group
Nevada
$16.5K – – –
TWC
507
TD Waterhouse Canada
Ontario, Canada
$16.5K +$10.8K +314 +185%
CWP
508
Clark Wealth Partners
Illinois
$15.2K -$2.54K -74 -14%
KFI
509
Key Financial Inc
Pennsylvania
$14.7K – – –
JFA
510
JNBA Financial Advisors
Minnesota
$14.5K – – –
BOJHT
511
Bank of Jackson Hole Trust
Wyoming
$14.2K – – –
ITIM
512
Indiana Trust & Investment Management
Indiana
$13.5K +$14K +409 New
GJIA
513
Glass Jacobson Investment Advisors
Maryland
$13.2K – – –
NS
514
NBC Securities
Alabama
$12.6K – – –
AIS
515
Advocate Investing Services
Maryland
$12.2K +$12.7K +371 New
RBC
516
Roble Belko & Company
Pennsylvania
$12K – – –
CW
517
Curio Wealth
Maryland
$11.2K – – –
CFP
518
Comprehensive Financial Planning
Pennsylvania
$11K – – –
GWM
519
Gilpin Wealth Management
Colorado
$10.5K +$618 +18 +6%
CSB
520
City State Bank
Iowa
$10.2K – – –
MWPCG
521
Measured Wealth Private Client Group
New Hampshire
$8.3K +$8.65K +252 New
NA
522
Networth Advisors
Pennsylvania
$8.2K +$69 +2 +0.8%
FFL
523
Financial Freedom LLC
Ohio
$7.57K +$7.9K +230 New
NEWAS
524
N.E.W. Advisory Services
Wisconsin
$7.05K +$7.35K +214 New
CFB
525
Cullen/Frost Bankers
Texas
$6.2K +$6.45K +188 New
19 20
21
22 23