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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
726
HighPoint Advisor Group
Illinois
$841K +$963K +16,944 New
SFG
727
SevenBridge Financial Group
Pennsylvania
$840K +$961K +16,914 New
RZH
728
Relyea Zuckerberg Hanson
Connecticut
$840K +$121K +2,123 +14%
CSIC
729
Clifford Swan Investment Counsel
California
$837K +$90K +1,585 +10%
KFAS
730
Keating Financial Advisory Services
Kansas
$836K +$957K +16,840 New
EWM
731
Empirical Wealth Management
Washington
$835K -$86.4K -1,521 -8%
OWA
732
Octavia Wealth Advisors
Ohio
$834K +$112K +1,963 +13%
FHA
733
Flagship Harbor Advisors
Massachusetts
$831K +$49.9K +879 +6%
BJB
734
Broadhurst Jeffrey B
$829K +$948K +16,693 New
FPAS
735
Focus Partners Advisor Solutions
Missouri
$825K -$2.65M -46,592 -74%
TC
736
Town Capital
Maryland
$823K +$941K +16,571 New
HIA
737
Harbor Investment Advisory
Maryland
$821K -$767K -13,493 -45%
CIAS
738
Capital Investment Advisory Services
North Carolina
$821K +$149K +2,620 +19%
TWM
739
Thryve Wealth Management
Texas
$815K +$933K +16,420 New
ADL
740
Asset Dedication LLC
California
$815K +$568 +10 +0.1%
UB
741
UMB Bank
Missouri
$809K +$303K +5,341 +49%
FDCDDQ
742
Federation des caisses Desjardins du Quebec
Quebec, Canada
$807K +$54.6K +961 +6%
TS
743
Tamar Securities
California
$806K +$3.81K +67 +0.4%
CCM
744
Chilton Capital Management
Texas
$802K – – –
HA
745
Harfst & Associates
Wyoming
$802K +$45.8K +807 +5%
AWP
746
Ascent Wealth Partners
New York
$800K +$157K +2,770 +21%
FFWA
747
FRG Family Wealth Advisors
Washington
$799K +$73.6K +1,295 +9%
TWM
748
Tolleson Wealth Management
Texas
$798K +$913K +16,065 New
JCM
749
J2 Capital Management
Michigan
$794K +$83.7K +1,473 +10%
NFGH
750
Nan Fung Group Holdings
Hong Kong
$793K – – –
28 29
30
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