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iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
501
Cary Street Partners
Virginia
$20.9K +$4.02K +117 +23%
WFA
502
Wells Financial Advisors
Massachusetts
$20.1K +$1.03K +30 +5%
KFGG
503
Keystone Financial Group (Georgia)
Georgia
$19.8K +$2.95K +86 +17%
FFA
504
Founders Financial Alliance
North Carolina
$19.6K +$17K +495 +495%
RFA
505
Reyes Financial Architecture
California
$16.8K +$17.5K +509 New
ECA
506
Elevated Capital Advisors
Utah
$16.5K +$17.2K +502 New
AG
507
AmeriFlex Group
Nevada
$16.5K – – –
TWC
508
TD Waterhouse Canada
Ontario, Canada
$16.5K +$10.8K +314 +185%
CWP
509
Clark Wealth Partners
Illinois
$15.2K -$2.54K -74 -14%
KFI
510
Key Financial Inc
Pennsylvania
$14.7K – – –
JFA
511
JNBA Financial Advisors
Minnesota
$14.5K – – –
BOJHT
512
Bank of Jackson Hole Trust
Wyoming
$14.2K – – –
ITIM
513
Indiana Trust & Investment Management
Indiana
$13.5K +$14K +409 New
GJIA
514
Glass Jacobson Investment Advisors
Maryland
$13.2K – – –
NS
515
NBC Securities
Alabama
$12.6K – – –
AIS
516
Advocate Investing Services
Maryland
$12.2K +$12.7K +371 New
RBC
517
Roble Belko & Company
Pennsylvania
$12K – – –
CW
518
Curio Wealth
Maryland
$11.2K – – –
CFP
519
Comprehensive Financial Planning
Pennsylvania
$11K – – –
GWM
520
Gilpin Wealth Management
Colorado
$10.5K +$618 +18 +6%
CSB
521
City State Bank
Iowa
$10.2K – – –
MWPCG
522
Measured Wealth Private Client Group
New Hampshire
$8.3K +$8.65K +252 New
NA
523
Networth Advisors
Pennsylvania
$8.2K +$69 +2 +0.8%
FFL
524
Financial Freedom LLC
Ohio
$7.57K +$7.9K +230 New
NEWAS
525
N.E.W. Advisory Services
Wisconsin
$7.05K +$7.35K +214 New
19 20
21
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