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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
176
Blalock Williams
Alabama
$529K +$449K +18,325 New
CRI
177
Commonwealth Retirement Investments
Virginia
$515K +$437K +17,868 New
SJGA
178
Stephen J. Garry & Associates
New York
$503K +$427K +17,445 New
ICP
179
Interchange Capital Partners
Pennsylvania
$492K +$419K +17,126 New
RWS
180
Retirement Wealth Solutions
Wisconsin
$485K +$411K +16,801 New
CIA
181
Concurrent Investment Advisors
Florida
$485K +$411K +16,797 New
WP
182
WealthPLAN Partners
Nebraska
$484K +$411K +16,793 New
MWA
183
Merkkuri Wealth Advisors
New York
$462K +$392K +16,000 New
TL
184
Tradewinds LLC
North Carolina
$462K +$392K +16,000 New
MSFP
185
Mark Sheptoff Financial Planning
Connecticut
$461K +$63.6K +2,600 +19%
RW
186
Regimen Wealth
Georgia
$458K +$389K +15,888 New
VPF
187
Vantage Point Financial
Illinois
$456K +$387K +15,809 New
NCM
188
Northwest Capital Management
Oregon
$448K +$380K +15,542 New
CFD
189
Creative Financial Designs
Indiana
$442K +$375K +15,320 New
FHC
190
First Heartland Consultants
Missouri
$426K +$361K +14,754 New
BFS
191
BridgePort Financial Solutions
Iowa
$412K +$349K +14,277 New
FRA
192
FFG Retirement Advisors
Colorado
$393K +$333K +13,624 New
SPI
193
Sutton Place Investors
New York
$389K +$330K +13,468 New
WAL
194
W Advisors LLC
Tennessee
$383K +$325K +13,292 New
LIA
195
LifePlan Investment Advisors
North Carolina
$376K +$319K +13,047 New
NL
196
NWAM LLC
Washington
$356K +$279K +11,393 New
RCM
197
Raleigh Capital Management
North Carolina
$351K +$298K +12,178 New
BIG
198
Brookwood Investment Group
Arizona
$350K +$297K +12,147 New
CWA
199
Clearview Wealth Advisors
Oregon
$348K +$295K +12,053 New
BI
200
Bramshill Investments
Florida
$346K +$294K +12,000 New
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