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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
76
EQ LLC
Washington
$12M +$2.65M +76,309 +27%
NP
77
NorthRock Partners
Minnesota
$11.8M +$6.57M +189,565 +115%
TVAMP
78
Tennessee Valley Asset Management Partners
Tennessee
$11.6M +$748K +21,578 +7%
PIA
79
Perennial Investment Advisors
California
$11.5M +$4.43M +127,872 +59%
SFO
80
Stokes Family Office
Louisiana
$11.1M +$11.5M +332,388 New
MC
81
McMorgan & Co
California
$10.9M +$510K +14,706 +5%
KFS
82
Kelly Financial Services
Massachusetts
$10.8M +$853K +24,605 +8%
FFA
83
Farther Finance Advisors
California
$10.7M +$4.18M +120,575 +60%
PFG
84
PAX Financial Group
Texas
$10.7M +$1.45M +41,715 +15%
SB
85
Strategic Blueprint
Georgia
$10.4M +$1.88M +54,362 +21%
OWA
86
One Wealth Advisors
California
$10.4M +$1.03M +29,692 +11%
BEC
87
Blue Edge Capital
Virginia
$10.4M +$10.8M +311,086 New
MWMDPGFG
88
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$10.3M +$10.7M +309,850 New
BFG
89
Beacon Financial Group
Texas
$9.92M +$1.03M +29,805 +11%
BFG
90
Buttonwood Financial Group
Missouri
$9.85M -$5.28M -152,373 -35%
TF
91
Trek Financial
Arizona
$9.72M +$669K +19,304 +7%
WA
92
Wealth Alliance
New York
$9.29M +$1.38M +39,787 +17%
MCA
93
Midwest Capital Advisors
Michigan
$8.96M +$830K +23,951 +10%
GRP
94
Global Retirement Partners
California
$8.94M +$3.54M +102,251 +62%
AAP
95
Arax Advisory Partners
Colorado
$8.92M +$9.28M +267,829 New
AIP
96
Almanack Investment Partners
Pennsylvania
$8.8M +$231K +6,655 +3%
OAP
97
One Advisory Partners
Kansas
$8.78M +$550K +15,857 +6%
DA
98
Detalus Advisors
Missouri
$8.73M -$23.8K -687 -0.3%
USCWA
99
U.S. Capital Wealth Advisors
Texas
$8.65M +$4.28M +123,595 +91%
SL
100
SWMG LLC
Texas
$8.5M +$713K +20,570 +9%
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