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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UW
76
Unique Wealth
Florida
$24.2M -$7.97M -175,344 -28%
WWG
77
West Wealth Group
California
$23.8M -$2.71M -59,606 -12%
SWP
78
Stratos Wealth Partners
Ohio
$23.5M +$549K +12,075 +3%
CL
79
Choreo LLC
Illinois
$23.1M +$17.5M +384,892 +727%
GMFG
80
Greater Midwest Financial Group
Minnesota
$21.6M +$7.1M +156,224 +61%
TF
81
Trek Financial
Arizona
$21.4M -$3.12M -68,776 -14%
PIA
82
Perennial Investment Advisors
California
$21M -$54K -1,189 -0.3%
CIA
83
Concurrent Investment Advisors
Florida
$20.9M -$563K -12,391 -3%
SWA
84
Shah Wealth Advisors
California
$20.6M +$17.8M +391,169 New
GRP
85
Global Retirement Partners
California
$20.4M +$17.6M +387,287 New
SHIM
86
Stone House Investment Management
Pennsylvania
$20.4M -$3.77M -83,035 -18%
TFGT
87
TS Financial Group (TSFG)
Illinois
$20.3M -$2M -43,997 -10%
KFGK
88
Keystone Financial Group (Kentucky)
Kentucky
$19.9M -$1.86M -40,882 -10%
BCI
89
Brinker Capital Investments
Pennsylvania
$19.2M -$3.13M -68,891 -16%
HGWM
90
Horst & Graben Wealth Management
Oregon
$18.9M -$4.26M -93,746 -20%
KW
91
KWB Wealth
California
$18.8M -$2.73M -60,124 -14%
MWM
92
Modern Wealth Management
Kansas
$18.8M +$4.97M +109,431 +44%
CFA
93
Cahill Financial Advisors
Minnesota
$18M +$1.54M +33,902 +11%
HighTower Advisors
94
HighTower Advisors
Illinois
$17.8M +$7.4M +162,858 +93%
SW
95
SteelPeak Wealth
California
$17.7M -$3.92M -86,182 -20%
CAL
96
Capital Analysts LLC
Pennsylvania
$17.3M -$3.36M -73,887 -18%
PFG
97
PAX Financial Group
Texas
$17.2M -$1.36M -29,961 -8%
FFA
98
Farther Finance Advisors
California
$16.7M -$1.97M -43,303 -12%
CIAS
99
CFS Investment Advisory Services
New Jersey
$16.6M -$5.51M -121,267 -26%
EL
100
EQ LLC
Washington
$16.5M -$3.39M -74,597 -19%