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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
176
TSA Wealth Management
Texas
$7.79M -$1.3M -28,659 -16%
LCC
177
Lincoln Capital Corp
Rhode Island
$7.73M -$5.59K -123 -0.1%
IFG
178
Independent Financial Group
California
$7.5M -$428K -9,413 -6%
FLA
179
Financial Life Advisors
Texas
$7.39M +$4.41M +97,115 +225%
BBWP
180
Beacon Bridge Wealth Partners
Pennsylvania
$7.37M -$295K -6,494 -4%
SWM
181
StoneCrest Wealth Management
Arizona
$7.36M -$695K -15,309 -10%
WP
182
WealthShield Partners
North Carolina
$7.34M -$2.04M -44,848 -24%
MYIA
183
Mount Yale Investment Advisors
Colorado
$7.32M -$219K -4,810 -3%
EFG
184
Elevated Financial Group
Indiana
$7.26M +$393K +8,655 +7%
BCMLT
185
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.25M +$4.72M +103,900 +310%
CPBTD
186
Central Pacific Bank - Trust Division
Hawaii
$7.21M +$1.63M +35,854 +36%
TPWA
187
Twin Peaks Wealth Advisors
California
$7.12M -$772K -16,985 -11%
JESC
188
J.E. Simmons & Co
Texas
$7.07M -$114K -2,517 -2%
WWM
189
Western Wealth Management
Colorado
$6.95M +$1.51M +33,221 +34%
GWP
190
Gen-Wealth Partners
Michigan
$6.93M -$377K -8,291 -6%
IDA
191
Intelligence Driven Advisers
California
$6.9M -$428K -9,423 -7%
KWM
192
Keebeck Wealth Management
Illinois
$6.87M -$921K -20,265 -13%
MFA
193
Mayflower Financial Advisors
Massachusetts
$6.69M -$1.17M -25,671 -17%
LWM
194
Liberty Wealth Management
California
$6.67M – – –
BCM
195
Berbice Capital Management
New York
$6.65M +$1.99M +43,870 +53%
TC
196
Town Capital
Maryland
$6.65M -$625K -13,751 -10%
PWM
197
Peak Wealth Management
New Hampshire
$6.65M -$764K -16,828 -12%
IP
198
Integras Partners
Georgia
$6.62M -$625K -13,764 -10%
EPW
199
Endeavor Private Wealth
Kansas
$6.61M -$641K -14,117 -10%
SA
200
Skyline Advisors
Washington
$6.49M +$1.25M +27,467 +29%
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8
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