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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
151
IFP Advisors
Florida
$2.74M +$1.74M +55,272 +221%
CAG
152
Csenge Advisory Group
Florida
$2.74M +$1.52M +48,282 +152%
SIM
153
SSI Investment Management
California
$2.72M +$2.51M +79,523 New
SWP
154
Stratos Wealth Partners
Ohio
$2.55M +$2.35M +74,609 New
FTUS
155
Flow Traders U.S.
New York
$2.55M +$2.35M +74,519 New
LWM
156
Liberty Wealth Management
California
$2.51M +$311K +9,852 +16%
GWP
157
Gateway Wealth Partners
Wisconsin
$2.5M +$1.45M +45,928 +169%
SW
158
Simplicity Wealth
New Jersey
$2.41M +$485K +15,371 +28%
IFG
159
Independent Financial Group
California
$2.39M +$383K +12,136 +21%
PIA
160
Pinion Investment Advisors
Kansas
$2.36M +$2.09M +66,198 New
SVWG
161
Shared Vision Wealth Group
United States
$2.32M +$1.57M +49,824 +278%
VAS
162
Vestmark Advisory Solutions
Massachusetts
$2.3M +$1.39M +44,173 +190%
LF
163
Lantz Financial
Illinois
$2.27M +$1.22M +38,522 +138%
JWCA
164
J.W. Cole Advisors
Florida
$2.24M +$1.47M +46,603 +246%
AWE
165
Avidian Wealth Enterprises
Texas
$2.24M +$1.32M +41,760 +176%
TF
166
Theory Financial
Colorado
$2.22M +$1.23M +39,028 +161%
AA
167
Ancora Advisors
Ohio
$2.14M +$1.98M +62,656 New
BCM
168
Berbice Capital Management
New York
$2.08M +$713K +22,616 +59%
HPM
169
Hoxton Planning & Management
West Virginia
$2.07M +$1.05M +33,307 +122%
CPG
170
Cornerstone Planning Group
New Jersey
$2.05M +$1.74M +55,241 +21,495%
KPWS
171
Kestra Private Wealth Services
Texas
$2.05M +$1.9M +60,084 New
GWSA
172
Global Wealth Strategies & Associates
Colorado
$2.03M +$788K +24,977 +72%
BWMG
173
Barnes Wealth Management Group
California
$1.98M +$900K +28,543 +97%
FWP
174
Firethorn Wealth Partners
Georgia
$1.96M +$1.04M +32,900 +134%
EPW
175
Endeavor Private Wealth
Kansas
$1.87M +$454K +14,387 +36%
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