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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
601
Atlantic Union Bankshares
Virginia
$53.8K +$46.4K +1,021 New
RRMM
602
Regatta Research & Money Management
Louisiana
$52.7K +$45.4K +1,000 New
BF
603
BOK Financial
Oklahoma
$51.9K -$18.4K -405 -29%
BWL
604
Bogart Wealth LLC
Virginia
$51.8K +$1.09K +24 +3%
AIS
605
Advocate Investing Services
Maryland
$48.8K +$25.2K +555 +150%
TWC
606
TD Waterhouse Canada
Ontario, Canada
$46K +$20.2K +445 +92%
DRP
607
Decker Retirement Planning
Utah
$43.8K +$37.8K +831 New
SL
608
Salomon & Ludwin
Virginia
$43.6K +$2K +44 +5%
ECA
609
Elevated Capital Advisors
Utah
$43.4K +$14.6K +322 +64%
CI
610
Cordant Inc
Oregon
$43K +$37.1K +816 New
MFS
611
Montgomery Financial Services
Maryland
$43K +$37K +815 New
SEP
612
Signature Equity Partners
Ohio
$41.2K -$6.63K -146 -16%
SGFG
613
Silver Grove Financial Group
New York
$40K +$34.5K +759 New
KFGG
614
Keystone Financial Group (Georgia)
Georgia
$35.3K +$3.09K +68 +11%
CTC
615
Central Trust Company
Missouri
$34.1K +$28.3K +622 +2,488%
AG
616
AmeriFlex Group
Nevada
$33K +$5.68K +125 +25%
TAM
617
Tucker Asset Management
Colorado
$29.4K -$5.63K -124 -18%
RFA
618
Reyes Financial Architecture
California
$26.8K – – –
CWP
619
Clark Wealth Partners
Illinois
$24.3K – – –
KFI
620
Key Financial Inc
Pennsylvania
$23.5K – – –
JFA
621
JNBA Financial Advisors
Minnesota
$23.3K – – –
NB
622
NBH Bank
Colorado
$22.8K +$19.6K +432 New
CA
623
Crewe Advisors
Utah
$21.6K +$16.9K +372 +979%
SWM
624
SHP Wealth Management
Massachusetts
$19.2K +$16.6K +365 New
RBC
625
Roble Belko & Company
Pennsylvania
$19K – – –
23 24
25
26 27