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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
201
Transcend Capital Advisors
New Jersey
$345K +$293K +11,974 New
WCM
202
WealthTrak Capital Management
Virginia
$329K +$279K +11,391 New
EFG
203
Elios Financial Group
Ohio
$320K +$272K +11,092 New
WIA
204
World Investment Advisors
California
$315K +$267K +10,918 New
SAW
205
Signal Advisors Wealth
Michigan
$307K +$261K +10,647 New
KFGK
206
Keystone Financial Group (Kentucky)
Kentucky
$307K +$260K +10,637 New
MWM
207
Maripau Wealth Management
Indiana
$306K +$261K +10,645 New
UAG
208
United Advisor Group
Ohio
$292K +$247K +10,104 New
HI
209
Harbour Investments
Wisconsin
$288K +$244K +9,972 New
ACM
210
Absolute Capital Management
Pennsylvania
$284K +$241K +9,836 New
VCP
211
Verus Capital Partners
Arizona
$281K +$238K +9,725 New
DAS
212
Diversify Advisory Services
Utah
$280K +$212K +8,673 New
SPC
213
Sigma Planning Corp
Michigan
$278K +$236K +9,644 New
RSWM
214
Robertson Stephens Wealth Management
California
$261K +$221K +9,032 New
AWM
215
Apex Wealth Management
New Hampshire
$260K +$221K +9,013 New
FAIM
216
Financial Advocates Investment Management
Washington
$259K +$219K +8,965 New
BWA
217
BCU Wealth Advisors
Illinois
$253K +$214K +8,754 New
AIA
218
Accelerate Investment Advisors
California
$244K +$207K +8,465 New
IIA
219
IPG Investment Advisors
California
$238K +$202K +8,250 New
FA
220
Fedenia Advisers
Wisconsin
$237K +$201K +8,212 New
PWM
221
Perigon Wealth Management
California
$237K +$201K +8,200 New
SFA
222
Semmax Financial Advisors
North Carolina
$235K +$181K +7,409 New
TWP
223
Tempus Wealth Planning
California
$227K +$192K +7,851 New
AFPL
224
Advus Financial Partners, LLC
Florida
$223K +$189K +7,715 New
Betterment LLC
225
Betterment LLC
New York
$219K +$186K +7,587 New
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