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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
101
Beacon Financial Group
Texas
$10.4M +$647K +18,835 +6%
DWM
102
Diversify Wealth Management
Utah
$10.3M +$3.55M +103,338 +71%
KFSC
103
Keystone Financial Services (Colorado)
Colorado
$10.2M +$1.89M +55,187 +22%
CFA
104
Cahill Financial Advisors
Minnesota
$10.1M +$10.6M +307,658 New
P
105
&Partners
Tennessee
$9.77M +$3.17M +92,433 +45%
BEC
106
Blue Edge Capital
Virginia
$9.73M -$542K -15,801 -5%
CWG
107
Cornerstone Wealth Group
North Carolina
$9.64M +$657K +19,138 +9%
ASN
108
Advisory Services Network
Georgia
$9.52M +$2.22M +64,747 +29%
USCWA
109
U.S. Capital Wealth Advisors
Texas
$9.43M +$913K +26,592 +10%
CSWG
110
Cardinal Strategic Wealth Guidance
Kentucky
$9.43M +$1.48M +43,082 +18%
MCA
111
Midwest Capital Advisors
Michigan
$9.11M +$256K +7,445 +3%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$9.09M +$8.18M +238,362 +871%
OAP
113
One Advisory Partners
Kansas
$8.94M +$262K +7,641 +3%
PS
114
Principal Securities
Iowa
$8.83M +$1.75M +51,010 +24%
CWS
115
Cypress Wealth Services
California
$8.8M +$623K +18,152 +7%
SL
116
SWMG LLC
Texas
$8.59M +$472K +13,748 +6%
KG
117
Kilter Group
New York
$8.56M +$358K +10,422 +4%
BIG
118
Bush Investment Group
Georgia
$8.49M +$487K +14,183 +6%
T
119
Tidemark
California
$8.44M +$1.17M +34,105 +15%
MWM
120
Modern Wealth Management
Kansas
$8.39M +$2.89M +84,084 +52%
GMFG
121
Greater Midwest Financial Group
Minnesota
$8.37M +$130K +3,776 +2%
Legacy Financial Group (Iowa)
122
Legacy Financial Group (Iowa)
Iowa
$8.29M +$292K +8,508 +3%
SWP
123
ShoreHaven Wealth Partners
New Jersey
$8.29M +$2.12M +61,610 +32%
RIA
124
Regal Investment Advisors
Michigan
$8.15M +$440K +12,821 +5%
BCM
125
Brookstone Capital Management
Illinois
$8.12M +$646K +18,822 +8%