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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
151
Integras Partners
Georgia
$4.8M -$152K -4,398 -3%
VPP
152
Vertex Planning Partners
Illinois
$4.78M +$82.8K +2,388 +2%
BBWP
153
Beacon Bridge Wealth Partners
Pennsylvania
$4.78M +$4.98M +143,582 New
ATPW
154
Ashton Thomas Private Wealth
Arizona
$4.72M +$1.16M +33,341 +31%
MFA
155
Mayflower Financial Advisors
Massachusetts
$4.68M +$441K +12,727 +10%
IDA
156
Intelligence Driven Advisers
California
$4.67M +$4.86M +140,218 New
SWM
157
SigFig Wealth Management
California
$4.64M +$276K +7,954 +6%
TPWA
158
Twin Peaks Wealth Advisors
California
$4.63M +$987K +28,473 +28%
IFG
159
Independent Financial Group
California
$4.6M +$2.37M +68,255 +98%
WWA
160
WCG Wealth Advisors
Nevada
$4.57M +$4.76M +137,297 New
JESC
161
J.E. Simmons & Co
Texas
$4.37M +$4.55M +131,348 New
HWM
162
Hobbs Wealth Management
Indiana
$4.36M +$73.9K +2,132 +2%
Goldman Sachs
163
Goldman Sachs
New York
$4.31M +$4.25M +122,476 +1,762%
KWM
164
Keebeck Wealth Management
Illinois
$4.28M +$1.13M +32,603 +34%
PWM
165
Peak Wealth Management
New Hampshire
$4.24M +$4.42M +127,416 New
CWAI
166
Core Wealth Advisors (Indiana)
Indiana
$4.23M +$4.4M +126,881 New
EFG
167
Embree Financial Group
Illinois
$4.21M +$2.69M +77,707 +160%
MW
168
Maia Wealth
Colorado
$4.18M -$551K -15,907 -12%
DF
169
Daviman Financial
Indiana
$4.14M +$4.31M +124,226 New
GWP
170
Gen-Wealth Partners
Michigan
$4.01M +$468K +13,490 +13%
TVM
171
True Vision MN
Minnesota
$3.86M +$25.2K +727 +0.6%
SF
172
SWP Financial
California
$3.86M +$198K +5,723 +5%
TC
173
Town Capital
Maryland
$3.85M +$4.01M +115,683 New
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
$3.73M +$903K +26,037 +30%
VA
175
VestGen Advisors
Illinois
$3.71M -$3.94M -113,620 -50%