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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
126
Vise Technologies
New York
$8.08M – – –
KNFPWM
127
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.94M +$634K +18,457 +8%
SL
128
Sentinus LLC
Illinois
$7.85M +$901K +26,238 +12%
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$7.7M +$4.17M +121,566 +109%
AA
130
Ancora Advisors
Ohio
$7.63M +$766K +22,308 +11%
AWP
131
Avid Wealth Partners
Texas
$7.61M +$1.2M +35,051 +18%
EL
132
EWA LLC
Pennsylvania
$7.58M +$215K +6,269 +3%
BTI
133
Blue Trust Inc
Georgia
$7.5M +$58.3K +1,698 +0.8%
SA
134
Sovran Advisors
California
$7.4M +$547K +15,929 +10%
WIA
135
World Investment Advisors
California
$7.24M -$101K -2,953 -1%
EFG
136
Embree Financial Group
Illinois
$7.12M +$3.08M +89,840 +71%
FTWA
137
Fifth Third Wealth Advisors
Ohio
$7.1M +$1.52M +44,166 +26%
JSL
138
JT Stratford LLC
Georgia
$6.83M +$516K +15,029 +8%
MA
139
Mutual Advisors
Nebraska
$6.82M +$717K +20,879 +11%
LWM
140
Liberty Wealth Management
California
$6.67M +$4.21M +122,745 +154%
KPWS
141
Kestra Private Wealth Services
Texas
$6.65M +$1.16M +33,815 +20%
AIM
142
Archer Investment Management
Texas
$6.64M +$5.14M +149,681 +289%
I
143
INVST
Indiana
$6.58M -$292K -8,513 -4%
LWA
144
Lineweaver Wealth Advisors
Ohio
$6.58M +$141K +4,096 +2%
BHWM
145
Bay Harbor Wealth Management
Maryland
$6.39M +$302K +8,794 +5%
MGWM
146
Marks Group Wealth Management
Minnesota
$6.39M +$851K +24,793 +15%
AWM
147
Apollon Wealth Management
South Carolina
$6.35M +$419K +12,212 +7%
SIM
148
Synergy Investment Management
Florida
$6.33M +$967K +28,167 +17%
VA
149
VestGen Advisors
Illinois
$6.32M +$812K +23,666 +21%
WP
150
WealthShield Partners
North Carolina
$6.06M +$367K +10,696 +6%
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