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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
76
PAX Financial Group
Texas
$2.9M +$2.46M +100,485 New
SL
77
SWMG LLC
Texas
$2.69M +$2.15M +87,822 New
TF
78
Trek Financial
Arizona
$2.67M +$2.27M +92,558 New
TWM
79
TSA Wealth Management
Texas
$2.67M +$2.26M +92,506 New
VA
80
VestGen Advisors
Illinois
$2.63M +$2.07M +84,494 New
KG
81
Kilter Group
New York
$2.59M +$2.19M +89,622 New
I
82
INVST
Indiana
$2.58M +$2.19M +89,527 New
GLA
83
Good Life Advisors
Pennsylvania
$2.56M +$2.17M +88,786 New
BIG
84
Bush Investment Group
Georgia
$2.48M +$2.1M +85,978 New
SL
85
Sentinus LLC
Illinois
$2.41M +$2.04M +83,379 New
SFM
86
Signet Financial Management
New Jersey
$2.38M +$2.02M +82,590 New
KNFPWM
87
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.37M +$2.01M +82,084 New
SWP
88
ShoreHaven Wealth Partners
New Jersey
$2.35M +$1.99M +81,412 New
IP
89
Integras Partners
Georgia
$2.34M +$1.98M +81,012 New
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$2.27M +$1.92M +78,341 +34,061%
AssetMark Inc
91
AssetMark Inc
California
$2.27M +$1.92M +78,546 New
SPIA
92
Steward Partners Investment Advisory
New York
$2.25M +$1.91M +78,136 New
USCWA
93
U.S. Capital Wealth Advisors
Texas
$2.18M +$1.85M +75,471 New
MGWM
94
Marks Group Wealth Management
Minnesota
$2.15M +$1.83M +74,676 New
KAS
95
Kestra Advisory Services
Texas
$2.15M +$1.83M +74,568 New
BCM
96
Brookstone Capital Management
Illinois
$2.1M +$1.78M +72,786 New
FFA
97
Farther Finance Advisors
California
$2.08M +$1.77M +72,187 New
RIA
98
Regal Investment Advisors
Michigan
$2.07M +$1.75M +71,624 New
FHA
99
First Horizon Advisors
Tennessee
$2.03M +$1.72M +70,363 New
T
100
Tidemark
California
$2.02M +$1.71M +69,869 New
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