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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
51
Sharkey, Howes & Javer
Colorado
$19M +$1.28M +36,822 +7%
IWM
52
IHT Wealth Management
Illinois
$17.9M +$6.39M +184,414 +52%
MOS
53
MGO One Seven
Ohio
$17.4M +$7.14M +205,896 +65%
SA
54
Scarborough Advisors
Maryland
$17M +$765K +22,061 +5%
PAMG
55
Patton Albertson Miller Group
Tennessee
$16.8M +$17.5M +503,874 New
SFP
56
Shepherd Financial Partners
Massachusetts
$16.6M +$1.79M +51,523 +12%
EH
57
Equitable Holdings
New York
$16.1M +$5.05M +145,798 +43%
CIAS
58
CFS Investment Advisory Services
New Jersey
$15.9M +$1.41M +40,658 +9%
WWG
59
West Wealth Group
California
$15.6M +$1.58M +45,654 +11%
MPW
60
MA Private Wealth
California
$15M +$15.6M +450,128 New
SPIA
61
Steward Partners Investment Advisory
New York
$15M +$3.01M +86,811 +24%
HGWM
62
Horst & Graben Wealth Management
Oregon
$15M +$680K +19,626 +5%
SW
63
SteelPeak Wealth
California
$14.6M -$442K -12,740 -3%
SHIM
64
Stone House Investment Management
Pennsylvania
$14.1M +$141K +4,069 +1%
KW
65
KWB Wealth
California
$14.1M +$7.59M +218,967 +107%
CWA
66
Centerline Wealth Advisors
Kentucky
$13.8M +$14.4M +415,575 New
TFGT
67
TS Financial Group (TSFG)
Illinois
$13.7M +$5.8M +167,202 +69%
PAG
68
Private Advisor Group
New Jersey
$13.6M +$5.73M +165,259 +68%
BCI
69
Brinker Capital Investments
Pennsylvania
$13.2M +$2.04M +58,771 +17%
TWP
70
Triad Wealth Partners
Kansas
$13M +$3.31M +95,525 +33%
HFA
71
High Falls Advisors
New York
$12.9M +$1.67M +48,149 +14%
UW
72
Unique Wealth
Florida
$12.6M +$13.1M +378,295 New
PWA
73
Physician Wealth Advisors
Utah
$12.3M +$999K +28,831 +8%
SFS
74
Security Financial Services
Indiana
$12.1M +$919K +26,518 +8%
KFGK
75
Keystone Financial Group (Kentucky)
Kentucky
$12M +$3.16M +91,215 +34%
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