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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
101
Bay Harbor Wealth Management
Maryland
$2M +$1.7M +69,301 New
WP
102
WealthShield Partners
North Carolina
$1.92M +$1.63M +66,507 New
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$1.86M +$407K +16,633 +35%
SCA
104
Snowden Capital Advisors
New York
$1.84M +$1.56M +63,888 New
LWM
105
Liberty Wealth Management
California
$1.83M +$1.56M +63,541 New
HWM
106
Hobbs Wealth Management
Indiana
$1.74M +$1.48M +60,443 New
SA
107
Sovran Advisors
California
$1.74M +$1.47M +60,182 New
VPP
108
Vertex Planning Partners
Illinois
$1.72M +$1.46M +59,582 New
P
109
&Partners
Tennessee
$1.67M +$1.41M +57,660 New
IFG
110
Independent Financial Group
California
$1.67M +$1.41M +57,797 New
GS
111
GTS Securities
Florida
$1.66M +$1.4M +57,390 New
MFA
112
Mayflower Financial Advisors
Massachusetts
$1.65M +$1.4M +57,262 New
SF
113
SWP Financial
California
$1.63M +$1.38M +56,407 New
CAL
114
Capital Analysts LLC
Pennsylvania
$1.62M +$1.38M +56,239 New
KWM
115
Keebeck Wealth Management
Illinois
$1.62M +$1.37M +56,010 New
MW
116
Maia Wealth
Colorado
$1.61M +$1.37M +55,936 New
CAM
117
Cobblestone Asset Management
Virginia
$1.61M +$1.36M +55,763 New
SW
118
Simplicity Wealth
New Jersey
$1.59M +$1.35M +55,152 New
QPWM
119
Quadrant Private Wealth Management
Pennsylvania
$1.57M +$1.33M +54,253 New
AR
120
Apeiron RIA
Texas
$1.56M +$1.32M +54,052 New
GRP
121
Global Retirement Partners
California
$1.49M +$1.27M +51,763 New
CWM
122
Certus Wealth Management
California
$1.47M +$1.25M +50,898 New
SWM
123
SigFig Wealth Management
California
$1.45M +$1.24M +50,665 New
TPWA
124
Twin Peaks Wealth Advisors
California
$1.44M +$1.09M +44,438 New
MCM
125
M1 Capital Management
Michigan
$1.43M +$1.22M +49,681 New