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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPW
176
Endeavor Private Wealth
Kansas
$3.59M +$1.84M +53,203 +97%
CWP
177
Cyndeo Wealth Partners
Florida
$3.58M +$3.72M +107,428 New
CWM
178
Curtis Wealth Management
Nevada
$3.53M +$3.54M +102,149 New
LWA
179
Lifelong Wealth Advisors
Minnesota
$3.47M +$2.11M +60,801 +140%
PIA
180
Polaris Investment Advisors
Massachusetts
$3.4M +$3.54M +102,064 New
ATS
181
Ashton Thomas Securities
New York
$3.27M +$223K +6,431 +7%
SPAS
182
Spectrum Planning & Advisory Services
California
$3.27M +$157K +4,529 +5%
AIM
183
Advyzon Investment Management
Illinois
$3.27M +$2.99M +86,365 +737%
OWCM
184
One Wealth Capital Management
Arizona
$3.15M +$202K +5,813 +7%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$3.13M +$419K +12,078 +15%
IA
186
IFP Advisors
Florida
$3.1M +$451K +13,004 +16%
TWM
187
Tradition Wealth Management
Minnesota
$3.1M +$150K +4,320 +5%
CAG
188
Csenge Advisory Group
Florida
$3.09M +$443K +12,774 +16%
B
189
Bedminster
South Carolina
$3.06M +$3.18M +91,858 New
CWM
190
Centurion Wealth Management
Virginia
$2.95M +$286K +8,264 +10%
BBA
191
Braun-Bostich & Associates
Pennsylvania
$2.88M +$191K +5,503 +7%
SW
192
Simplicity Wealth
New Jersey
$2.81M +$479K +13,811 +20%
PIA
193
Pinion Investment Advisors
Kansas
$2.77M +$590K +17,031 +26%
AWA
194
A4 Wealth Advisors
North Carolina
$2.75M +$1.29M +37,203 +82%
GWP
195
Gateway Wealth Partners
Wisconsin
$2.72M +$298K +8,587 +12%
LFWA
196
LiftPoint Family Wealth Advisors
New Jersey
$2.72M +$2.83M +81,675 New
LF
197
Lantz Financial
Illinois
$2.7M +$501K +14,460 +22%
BOSSRA
198
B.O.S.S. Retirement Advisors
Utah
$2.66M +$1.7M +49,025 +158%
LWM
199
Liberty Wealth Management
California
$2.64M +$219K +6,326 +9%
SVWG
200
Shared Vision Wealth Group
United States
$2.61M +$268K +7,729 +11%