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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Analysts LLC
Pennsylvania
$5.69M +$3.48M +110,372 +196%
GRP
102
Global Retirement Partners
California
$5.68M +$3.61M +114,401 +221%
KAS
103
Kestra Advisory Services
Texas
$5.67M +$2.89M +91,512 +123%
NP
104
NorthRock Partners
Minnesota
$5.63M +$5.2M +164,902 New
SA
105
Sovran Advisors
California
$5.59M +$2.86M +90,792 +151%
AssetMark Inc
106
AssetMark Inc
California
$5.38M +$2.49M +78,939 +101%
WP
107
WealthShield Partners
North Carolina
$5.32M +$2.82M +89,369 +134%
TWM
108
TSA Wealth Management
Texas
$5.26M +$1.94M +61,561 +67%
AR
109
Apeiron RIA
Texas
$5.25M +$2.98M +94,322 +175%
SCA
110
Snowden Capital Advisors
New York
$5.16M +$2.75M +87,027 +136%
IP
111
Integras Partners
Georgia
$5.07M +$2.13M +67,499 +83%
CAM
112
Cobblestone Asset Management
Virginia
$5.01M +$2.87M +90,950 +163%
MW
113
Maia Wealth
Colorado
$4.97M +$2.57M +81,470 +146%
VPP
114
Vertex Planning Partners
Illinois
$4.83M +$2.58M +81,716 +137%
SIM
115
Synergy Investment Management
Florida
$4.81M +$4.44M +140,781 New
SWM
116
StoneCrest Wealth Management
Arizona
$4.72M +$101K +3,194 +2%
USCWA
117
U.S. Capital Wealth Advisors
Texas
$4.65M +$1.91M +60,678 +80%
QPWM
118
Quadrant Private Wealth Management
Pennsylvania
$4.65M +$2.58M +81,871 +151%
PS
119
Principal Securities
Iowa
$4.48M +$2.58M +81,703 +165%
SWM
120
SigFig Wealth Management
California
$4.48M +$2.55M +80,801 +159%
MGWM
121
Marks Group Wealth Management
Minnesota
$4.47M +$1.77M +56,166 +75%
GF
122
Gries Financial
Ohio
$4.41M +$4.07M +129,075 New
HWM
123
Hobbs Wealth Management
Indiana
$4.4M +$2.16M +68,418 +113%
MFA
124
Mayflower Financial Advisors
Massachusetts
$4.37M +$2.23M +70,589 +123%
AWP
125
Avid Wealth Partners
Texas
$4.32M -$115K -3,655 -3%