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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
51
Stone House Investment Management
Pennsylvania
$14.4M +$13.3M +420,411 New
SPIA
52
Steward Partners Investment Advisory
New York
$12.4M +$9M +285,174 +365%
IWM
53
IHT Wealth Management
Illinois
$12.1M +$11.2M +353,903 New
PWA
54
Physician Wealth Advisors
Utah
$11.6M +$6.45M +204,571 +151%
HFA
55
High Falls Advisors
New York
$11.6M +$6.22M +197,041 +139%
EH
56
Equitable Holdings
New York
$11.6M +$6.75M +214,060 +172%
BCI
57
Brinker Capital Investments
Pennsylvania
$11.5M +$6.43M +203,786 +152%
SFS
58
Security Financial Services
Indiana
$11.5M +$4.31M +136,731 +68%
TVAMP
59
Tennessee Valley Asset Management Partners
Tennessee
$11.1M +$10.3M +325,310 New
MOS
60
MGO One Seven
Ohio
$10.8M +$9.1M +288,502 +1,013%
MC
61
McMorgan & Co
California
$10.7M +$9.85M +312,369 New
KFS
62
Kelly Financial Services
Massachusetts
$10.2M +$3.67M +116,489 +64%
TWP
63
Triad Wealth Partners
Kansas
$10M +$5.07M +160,641 +121%
EL
64
EQ LLC
Washington
$9.66M +$3.65M +115,741 +69%
OWA
65
One Wealth Advisors
California
$9.62M +$5.23M +165,869 +143%
PFG
66
PAX Financial Group
Texas
$9.57M +$5.66M +179,554 +179%
Mariner
67
Mariner
Kansas
$9.55M +$3.01M +95,289 +52%
UBS Group
68
UBS Group
Switzerland
$9.36M +$8.64M +273,885 New
TF
69
Trek Financial
Arizona
$9.32M +$5.68M +180,134 +195%
BFG
70
Beacon Financial Group
Texas
$9.16M +$4.33M +137,350 +105%
KFGK
71
Keystone Financial Group (Kentucky)
Kentucky
$9.15M +$8.12M +257,337 +2,419%
DA
72
Detalus Advisors
Missouri
$8.98M +$4.74M +150,312 +134%
SB
73
Strategic Blueprint
Georgia
$8.85M +$3.37M +106,864 +70%
AIP
74
Almanack Investment Partners
Pennsylvania
$8.8M +$8.13M +257,702 New
OAP
75
One Advisory Partners
Kansas
$8.77M +$3.09M +97,802 +65%