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iShares Bitcoin Trust
IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
851
Beacon Financial Advisory
Ohio
$237K -$119K -2,528 -36%
DC
852
Davenport & Co
Virginia
$237K +$211K +4,461 New
1SB
853
1ST Source Bank
Indiana
$236K +$210K +4,450 New
SWM
854
SFG Wealth Management
Maryland
$235K +$209K +4,437 New
PFM
855
Phillips Financial Management
Indiana
$234K +$208K +4,416 New
SC
856
SouthState Corp
Florida
$234K +$10.9K +230 +6%
MCM
857
Mainstream Capital Management
California
$233K +$208K +4,400 New
OWP
858
Obermeyer Wealth Partners
Colorado
$233K +$207K +4,388 New
PPC
859
Pennington Partners & Co
Maryland
$232K +$207K +4,382 New
BB
860
Berkshire Bank
Massachusetts
$232K +$206K +4,366 New
TBWA
861
Three Bridge Wealth Advisors
California
$229K +$204K +4,325 New
RAM
862
Roanoke Asset Management
New Jersey
$229K +$204K +4,325 New
WMA
863
West Michigan Advisors
Michigan
$229K +$204K +4,314 New
TA
864
Tectonic Advisors
Texas
$229K +$204K +4,313 New
NAS
865
Nicolet Advisory Services
Wisconsin
$228K +$200K +4,236 New
FAN
866
Financial Advisors Network
California
$227K +$202K +4,273 New
OL
867
Optas LLC
Texas
$227K +$202K +4,272 New
KCP
868
Kera Capital Partners
California
$224K +$200K +4,228 New
SIA
869
Soltis Investment Advisors
Utah
$223K +$199K +4,211 New
MWM
870
Meridian Wealth Management
Kentucky
$223K +$199K +4,207 New
SW
871
Simplicity Wealth
New Jersey
$223K -$729K -15,449 -79%
MHR
872
Matthew Hamilton Rosenberg
$222K +$86.9K +1,841 +78%
JLBC
873
J.L. Bainbridge & Co
Florida
$221K +$197K +4,163 New
FIA
874
FPC Investment Advisory
California
$221K – – –
LWM
875
LJI Wealth Management
Indiana
$220K +$196K +4,150 New
33 34
35
36 37