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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
ASG
1001
Advisory Solutions Group
Minnesota
$297K +$363K +8,919 New
EWS
1002
Evergreen Wealth Solutions
Pennsylvania
$295K +$334K +8,222 New
AIM
1003
Acropolis Investment Management
Missouri
$294K +$55K +1,352 +18%
GP
1004
Greenline Partners
New York
$293K -$325 -8 -0.1%
AFP
1005
ATX Financial Planning
Texas
$293K +$5.13K +126 +1%
WH
1006
Willner & Heller
California
$292K – – –
TWM
1007
TRB Wealth Management
Texas
$292K -$94.9K -2,334 -21%
RIS
1008
Richmond Investment Services
Wisconsin
$292K -$272K -6,685 -43%
E
1009
EntreWealth
Texas
$292K +$109K +2,684 +51%
SIM
1010
Synergy Investment Management
Florida
$291K +$28.9K +711 +9%
NG
1011
Novem Group
New York
$291K +$355K +8,727 New
E
1012
Entelevest
Florida
$290K -$19.6K -483 -5%
MFPI
1013
Midwest Financial Partners Investments
Minnesota
$287K – – –
IP
1014
Indivisible Partners
Florida
$287K +$350K +8,615 New
SWP
1015
Sagespring Wealth Partners
Tennessee
$287K -$121K -2,966 -26%
VFP
1016
Verus Financial Partners
Virginia
$286K – – –
AWM
1017
Avaii Wealth Management
Wisconsin
$285K -$29.2K -718 -8%
GWM
1018
Greenwich Wealth Management
Connecticut
$284K +$41.5K +1,020 +14%
CPCM
1019
Cardinal Point Capital Management
Ontario, Canada
$283K -$62K -1,525 -15%
RAM
1020
Riggs Asset Management
Pennsylvania
$283K -$1.99K -49 -0.6%
CA
1021
Crewe Advisors
Utah
$282K +$5.37K +132 +2%
SWP
1022
Significant Wealth Partners
Illinois
$282K +$94.1K +2,313 +38%
XPN
1023
XY Planning Network
Montana
$282K +$69.9K +1,719 +25%
BTI
1024
Blue Trust Inc
Georgia
$280K +$10.8K +266 +3%
RWB
1025
RMR Wealth Builders
New Jersey
$280K +$12.1K +297 +4%
39 40
41
42 43