We are live on ! Find out more
BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$23.6M +$7.74M +225,545 +47%
PPW
52
Parcion Private Wealth
Washington
$23.5M -$11M -320,541 -31%
IWM
53
IHT Wealth Management
Illinois
$22.5M +$5M +145,602 +27%
PAMG
54
Patton Albertson Miller Group
Tennessee
$21.8M +$5.43M +158,201 +31%
TVAMP
55
Tennessee Valley Asset Management Partners
Tennessee
$21.1M +$10.1M +294,253 +85%
UW
56
Unique Wealth
Florida
$20.9M +$8.79M +255,916 +68%
SA
57
Scarborough Advisors
Maryland
$20.7M +$4.03M +117,287 +23%
SFP
58
Shepherd Financial Partners
Massachusetts
$20.5M +$4.26M +124,167 +25%
MOS
59
MGO One Seven
Ohio
$20.4M +$3.29M +95,926 +18%
HGWM
60
Horst & Graben Wealth Management
Oregon
$20.2M +$922K +26,844 +6%
TWP
61
Triad Wealth Partners
Kansas
$19.8M +$7.31M +212,994 +55%
SHJ
62
Sharkey, Howes & Javer
Colorado
$19.6M +$785K +22,874 +4%
CIAS
63
CFS Investment Advisory Services
New Jersey
$19.4M -$41.4K -1,207 -0.3%
KAS
64
Kestra Advisory Services
Texas
$18.9M +$12.3M +357,765 +167%
WBG
65
Wharton Business Group
Pennsylvania
$18.3M +$19.1M +556,675 New
Mariner
66
Mariner
Kansas
$18.2M -$1.48M -43,119 -7%
WWG
67
West Wealth Group
California
$16.8M +$1.47M +42,781 +9%
SPIA
68
Steward Partners Investment Advisory
New York
$16.6M +$1.84M +53,695 +12%
CWA
69
Centerline Wealth Advisors
Kentucky
$15.8M +$2.19M +63,713 +15%
TF
70
Trek Financial
Arizona
$15.6M +$6.26M +182,425 +62%
SHIM
71
Stone House Investment Management
Pennsylvania
$15.5M +$1.56M +45,488 +11%
MPW
72
MA Private Wealth
California
$15.5M +$653K +19,030 +4%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$14.6M +$12.6M +367,218 +492%
PAG
74
Private Advisor Group
New Jersey
$14.3M +$902K +26,270 +6%
SWP
75
Stratos Wealth Partners
Ohio
$14.3M +$7.13M +207,833 +92%