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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1101
Power Wealth Management
Georgia
$332K +$380K +6,696 New
UBV
1102
United Bank (Virginia)
Virginia
$332K – – –
WF
1103
WinCap Financial
Massachusetts
$332K +$43.8K +771 +13%
IAA
1104
Independent Advisor Alliance
North Carolina
$332K +$152K +2,672 +67%
QA
1105
Quattro Advisors
Pennsylvania
$330K +$377K +6,641 New
AF
1106
Advisornet Financial
Minnesota
$330K -$508K -8,937 -57%
AIM
1107
Acropolis Investment Management
Missouri
$329K +$377K +6,632 New
LNWTC
1108
Laird Norton Wetherby Trust Company
Washington
$329K +$377K +6,630 New
IFWM
1109
Institute for Wealth Management
Colorado
$328K -$66.3K -1,167 -15%
FWA
1110
FSM Wealth Advisors
Ohio
$328K +$49.4K +869 +15%
CPCM
1111
Cardinal Point Capital Management
Ontario, Canada
$328K -$52K -915 -12%
CG
1112
CFO4Life Group
Texas
$328K -$18.7K -330 -5%
MWM
1113
MBE Wealth Management
Wisconsin
$327K -$111K -1,946 -23%
MFG
1114
MidWestOne Financial Group
Iowa
$326K -$34.1K -600 -8%
FWIA
1115
Fort Washington Investment Advisors
Ohio
$326K -$114K -2,008 -23%
ACM
1116
AUA Capital Management
Pennsylvania
$326K – – –
WMP
1117
Wealth Management Partners
Arizona
$325K -$95.3K -1,677 -20%
AWA
1118
Asempa Wealth Advisors
Louisiana
$325K +$371K +6,537 New
DIP
1119
DT Investment Partners
Pennsylvania
$323K +$852 +15 +0.2%
FTWA
1120
Fifth Third Wealth Advisors
Ohio
$323K – – –
MPW
1121
Magnolia Private Wealth
Pennsylvania
$323K +$369K +6,496 New
DG
1122
Diesslin Group
Texas
$322K +$368K +6,479 New
SAM
1123
Synergy Asset Management
Washington
$322K -$13.6M -238,666 -97%
JWM
1124
JDH Wealth Management
California
$320K – – –
AIA
1125
AssuredPartners Investment Advisors
Florida
$318K +$85.8K +1,511 +31%
43 44
45
46 47