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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
526
CAPTRUST Financial Advisors
North Carolina
$334K +$288K +6,343 New
FFWA
527
Forthright Family Wealth Advisory
Texas
$331K +$286K +6,287 New
BRPW
528
Ballast Rock Private Wealth
South Carolina
$329K +$283K +6,235 New
BTWM
529
Baker Tilly Wealth Management
Wisconsin
$328K +$6.36K +140 +2%
RSWM
530
Robertson Stephens Wealth Management
California
$325K -$38.8K -853 -12%
IWA
531
Independent Wealth Advisors
North Carolina
$322K +$277K +6,106 New
QCM
532
Quantinno Capital Management
New York
$318K +$274K +6,027 New
CSP
533
Cary Street Partners
Virginia
$314K +$242K +5,328 +840%
TWM
534
Trinity Wealth Management
Pennsylvania
$309K -$43.6K -960 -14%
SI
535
Stirlingshire Investments
New York
$304K -$104K -2,287 -28%
WP
536
Wealthspan Partners
Iowa
$303K +$261K +5,740 New
DCM
537
Dimension Capital Management
Florida
$300K +$258K +5,686 New
WC
538
Waterloo Capital
Texas
$296K +$255K +5,624 New
AF
539
Apollon Financial
South Carolina
$293K +$252K +5,550 New
AFA
540
AA Financial Advisors
Ohio
$292K +$251K +5,536 New
VC
541
Veracity Capital
Georgia
$291K +$251K +5,528 New
LEA
542
Legacy Edge Advisors
New York
$288K -$78.2K -1,721 -24%
IAA
543
Independent Advisor Alliance
North Carolina
$286K -$406K -8,944 -62%
WAG
544
Winthrop Advisory Group
Massachusetts
$285K +$246K +5,406 New
SA
545
Stewardship Advisors
Pennsylvania
$280K +$241K +5,305 New
E
546
EntreWealth
Texas
$279K +$289K +6,357 New
EWM
547
Elevation Wealth Management
Minnesota
$277K -$46.2K -1,016 -16%
AA
548
Auctus Advisors
North Carolina
$270K +$233K +5,122 New
BZWA
549
Blue Zone Wealth Advisors
California
$264K +$227K +5,000 New
Goldman Sachs
550
Goldman Sachs
New York
$259K -$657K -14,455 -75%