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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
576
Nations Financial Group
Iowa
$209K +$180K +3,956 New
CW
577
Cornerstone Wealth
Tennessee
$207K +$207K +4,563 New
CB
578
Commerce Bank
Missouri
$204K +$176K +3,878 New
FA
579
Fortis Advisors
Pennsylvania
$204K +$176K +3,868 New
CA
580
Centennial Advisors
Texas
$200K +$172K +3,796 New
RWM
581
Rialto Wealth Management
New York
$187K +$161K +3,538 New
MG
582
Mather Group
Illinois
$186K +$161K +3,534 New
NS
583
NBC Securities
Alabama
$177K +$135K +2,978 +780%
ACA
584
Aptus Capital Advisors
Alabama
$168K +$51.8K +1,140 +56%
CAN
585
Capital Advisor Network
Indiana
$156K -$17.3K -380 -11%
RFG
586
REAP Financial Group
Texas
$146K -$772 -17 -0.6%
IAS
587
IMA Advisory Services
Colorado
$136K +$117K +2,578 New
GWM
588
Gilpin Wealth Management
Colorado
$124K +$92.6K +2,038 +641%
FHC
589
First Horizon Corporation
Tennessee
$115K +$99.3K +2,185 New
GWM
590
Geneos Wealth Management
Colorado
$112K +$96.9K +2,133 New
MWM
591
Mosley Wealth Management
California
$112K -$1.18M -26,068 -92%
LF
592
LifeSteps Financial
California
$110K +$95K +2,092 New
AF
593
Allworth Financial
California
$89.1K +$73.1K +1,609 +1,986%
Q1WB
594
Quest 10 Wealth Builders
Virginia
$77.1K -$14.7K -323 -18%
SWP
595
Strategic Wealth Partners
Ohio
$60.6K +$45 +1 +0.1%
B
596
Bayban
Minnesota
$60.6K – – –
WFA
597
Wells Financial Advisors
Massachusetts
$60.2K +$24.1K +531 +87%
BHWM
598
Beaird Harris Wealth Management
Texas
$59.1K +$50.9K +1,120 New
NRG
599
Nemes Rush Group
Michigan
$57.9K – – –
TRCT
600
Tower Research Capital (TRC)
New York
$55.4K +$47.7K +1,050 New
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24
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