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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KNFPWM
126
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$12.4M -$255K -5,619 -2%
MCA
127
Midwest Capital Advisors
Michigan
$12.4M -$1.91M -42,082 -15%
KG
128
Kilter Group
New York
$12M -$1.48M -32,663 -13%
SLP
129
Storen Legacy Partners
Indiana
$12M -$6.6M -145,248 -39%
CWS
130
Cypress Wealth Services
California
$11.8M -$2M -44,054 -16%
FTWA
131
Fifth Third Wealth Advisors
Ohio
$11.6M +$195K +4,282 +2%
GSWM
132
Golden State Wealth Management
California
$11.5M +$7.67M +168,869 +344%
AWP
133
Avid Wealth Partners
Texas
$11.3M -$724K -15,940 -7%
KPWS
134
Kestra Private Wealth Services
Texas
$11.3M +$542K +11,923 +6%
HWM
135
Hemming & Wealth Management
Michigan
$11.2M +$9.67M +212,817 New
AIM
136
Archer Investment Management
Texas
$11.2M +$478K +10,516 +5%
OAP
137
One Advisory Partners
Kansas
$11.1M -$2.8M -61,562 -23%
SWP
138
ShoreHaven Wealth Partners
New Jersey
$11M -$1.94M -42,651 -17%
SL
139
SWMG LLC
Texas
$10.7M -$1.4M -30,720 -12%
Legacy Financial Group (Iowa)
140
Legacy Financial Group (Iowa)
Iowa
$10.7M -$2.19M -48,164 -19%
SL
141
Sentinus LLC
Illinois
$10.7M -$1.58M -34,837 -15%
T
142
Tidemark
California
$10.7M -$2.42M -53,352 -21%
SFO
143
Stokes Family Office
Louisiana
$10.4M -$6.31M -138,874 -41%
RIA
144
Regal Investment Advisors
Michigan
$10.4M -$2.26M -49,769 -20%
GWP
145
Gateway Wealth Partners
Wisconsin
$10.4M -$8.7M -191,473 -49%
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$10.4M -$2.21M -48,732 -18%
SF
147
Summit Financial
New Jersey
$10.3M +$629K +13,856 +8%
PL
148
Plancorp LLC
Missouri
$9.97M +$9.97M +219,427 New
FFG
149
Frisch Financial Group
New York
$9.9M +$4.8M +105,694 +129%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$9.85M +$2.56M +56,258 +43%