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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
976
Vivid Wealth Management
Iowa
$307K +$6.1K +150 +2%
HI
977
Harbour Investments
Wisconsin
$307K +$6.75K +166 +2%
AWA
978
Asempa Wealth Advisors
Louisiana
$306K +$83.9K +2,062 +29%
AF
979
Advisornet Financial
Minnesota
$306K +$6.51K +160 +2%
W
980
Wealthquest
Ohio
$305K +$285 +7 +0.1%
GFPC
981
Global Financial Private Client
Florida
$305K +$78.4K +1,928 +27%
SWM
982
Silverlake Wealth Management
Vermont
$304K +$29.8K +732 +9%
DE
983
Diversified Enterprises
Delaware
$303K -$125K -3,083 -25%
SPC
984
Sigma Planning Corp
Michigan
$303K -$10.6K -261 -3%
OWM
985
OneAscent Wealth Management
Alabama
$301K +$26.6K +653 +8%
SWM
986
Spire Wealth Management
Virginia
$300K -$88.6K -2,177 -19%
KAM
987
KEB Asset Management
Illinois
$300K – – –
AFA
988
American Financial Advisors
Georgia
$300K +$367K +9,011 New
AFO
989
Arrowroot Family Office
California
$300K +$16.6K +409 +5%
CI
990
Corient IA
Florida
$300K – – –
EFG
991
Everhart Financial Group
Ohio
$299K – – –
ASG
992
Advisory Solutions Group
Minnesota
$297K +$363K +8,919 New
EWS
993
Evergreen Wealth Solutions
Pennsylvania
$295K +$334K +8,222 New
AIM
994
Acropolis Investment Management
Missouri
$294K +$55K +1,352 +18%
GP
995
Greenline Partners
New York
$293K -$325 -8 -0.1%
AFP
996
ATX Financial Planning
Texas
$293K +$5.13K +126 +1%
WH
997
Willner & Heller
California
$292K – – –
TWM
998
TRB Wealth Management
Texas
$292K -$94.9K -2,334 -21%
RIS
999
Richmond Investment Services
Wisconsin
$292K -$272K -6,685 -43%
E
1000
EntreWealth
Texas
$292K +$109K +2,684 +51%
38 39
40
41 42