We are live on ! Find out more
BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
151
Quadrant Private Wealth Management
Pennsylvania
$6.03M +$679K +19,784 +12%
SF
152
Summit Financial
New Jersey
$5.97M +$5.47M +159,326 +731%
TWM
153
TSA Wealth Management
Texas
$5.81M +$549K +15,986 +10%
HighTower Advisors
154
HighTower Advisors
Illinois
$5.75M +$3.34M +97,240 +126%
SCA
155
Snowden Capital Advisors
New York
$5.59M +$180K +5,239 +3%
ATPW
156
Ashton Thomas Private Wealth
Arizona
$5.4M +$754K +21,950 +15%
SFM
157
Signet Financial Management
New Jersey
$5.26M +$321K +9,349 +6%
AR
158
Apeiron RIA
Texas
$5.23M -$2.63M -76,551 -33%
VPP
159
Vertex Planning Partners
Illinois
$5.22M +$503K +14,659 +10%
CAM
160
Cobblestone Asset Management
Virginia
$5.2M +$84.8K +2,471 +2%
SWM
161
StoneCrest Wealth Management
Arizona
$5.11M +$138K +4,020 +3%
MFA
162
Mayflower Financial Advisors
Massachusetts
$5.03M +$411K +11,964 +9%
TPWA
163
Twin Peaks Wealth Advisors
California
$5.01M +$728K +21,213 +16%
IFG
164
Independent Financial Group
California
$5M +$461K +13,417 +10%
KWM
165
Keebeck Wealth Management
Illinois
$4.96M +$751K +21,883 +17%
RWA
166
Resolute Wealth Advisor
Ohio
$4.91M +$5.11M +148,946 New
SWM
167
SigFig Wealth Management
California
$4.84M +$256K +7,465 +5%
LCC
168
Lincoln Capital Corp
Rhode Island
$4.84M +$5.04M +146,820 New
BBWP
169
Beacon Bridge Wealth Partners
Pennsylvania
$4.82M +$96K +2,795 +2%
CWP
170
Cyndeo Wealth Partners
Florida
$4.8M +$1.32M +38,386 +36%
WWA
171
WCG Wealth Advisors
Nevada
$4.79M +$272K +7,937 +6%
AIM
172
Advyzon Investment Management
Illinois
$4.77M +$1.6M +46,654 +48%
AWM
173
Able Wealth Management
New Jersey
$4.74M +$4.5M +130,969 +1,023%
MYIA
174
Mount Yale Investment Advisors
Colorado
$4.73M +$2.7M +78,793 +121%
PWM
175
Peak Wealth Management
New Hampshire
$4.71M +$534K +15,560 +12%