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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1176
Fragasso Financial Advisors
Pennsylvania
$300K +$45.1K +694 +19%
SVCP
1177
Silicon Valley Capital Partners
California
$299K -$130K -2,000 -30%
IW
1178
Instrumental Wealth
Florida
$298K +$321K +4,941 New
LWA
1179
Lantern Wealth Advisors
New York
$298K +$65.3M +1,003,583 New
BMCM
1180
Burns Matteson Capital Management
New York
$298K +$38.2K +588 +15%
UAS
1181
United Asset Strategies
New York
$297K +$16.7K +257 +6%
HR
1182
Howe & Rusling
New York
$297K -$106K -1,633 -26%
DI
1183
Disciplined Investors
Texas
$297K +$34.8K +535 +13%
BWP
1184
BlueStem Wealth Partners
Minnesota
$297K +$297K +4,562 New
TFP
1185
Tilia Fiduciary Partners
North Carolina
$295K +$6.76K +104 +2%
SA
1186
Strategic Advocates
Utah
$295K +$61K +938 +26%
FGA
1187
Fortis Group Advisors
New Jersey
$294K +$93.7K +1,440 +44%
WG
1188
Welch Group
Alabama
$294K +$294K +4,524 New
OWMIAS
1189
One Wealth Management Investment & Advisory Services
Florida
$294K +$294K +4,522 New
SAG
1190
SageView Advisory Group
California
$294K +$93.2K +1,433 +46%
AF
1191
Apollon Financial
South Carolina
$293K +$294K +4,514 New
MWM
1192
Mascagni Wealth Management
Mississippi
$292K +$23.2K +357 +9%
AWAP
1193
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$291K +$4.88K +75 +2%
ILI
1194
Invesco LLC (Illinois)
Illinois
$290K – – –
C1AG
1195
Client 1st Advisory Group
Florida
$290K +$290K +4,463 New
DW
1196
Durante & Waters
New York
$290K +$32.5K +500 +13%
EU
1197
Emory University
Georgia
$289K – – –
BFS
1198
Bare Financial Services
Pennsylvania
$289K +$325 +5 +0.1%
ALA
1199
Atlas Legacy Advisors
California
$289K +$289K +4,449 New
WF
1200
WoodTrust Financial
Wisconsin
$288K +$288K +4,432 New
46 47
48
49 50