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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
1226
Clark Financial Services Group
Missouri
$207K -$87 -2 -0%
CAM
1227
Claret Asset Management
Quebec, Canada
$207K – – –
MAM
1228
Madison Asset Management
Wisconsin
$207K – – –
LWA
1229
Lantern Wealth Advisors
New York
$206K +$233K +5,371 New
RPCONE
1230
Retirement Planning Company of New England
Rhode Island
$205K – – –
WA
1231
Waddell & Associates
Tennessee
$205K +$231K +5,329 New
BFIC
1232
Bedell Frazier Investment Counselling
California
$205K -$640K -14,788 -74%
IWP
1233
Integrity Wealth Partners
California
$204K +$230K +5,321 New
E
1234
EntreWealth
Texas
$204K +$230K +5,309 New
SWMG
1235
Signature Wealth Management Group
Georgia
$204K – – –
HF
1236
Holcombe Financial
Georgia
$203K -$4.33K -100 -2%
KFSC
1237
Keystone Financial Services (Colorado)
Colorado
$203K – – –
ZIG
1238
Zuckerman Investment Group
Illinois
$203K +$27.3K +630 +14%
SCM
1239
Spreng Capital Management
Ohio
$203K -$248K -5,728 -52%
FIS
1240
Fischer Investment Strategies
California
$203K -$176K -4,060 -44%
MFS
1241
Miller Financial Services
Michigan
$203K +$53.5K +1,236 +31%
BWL
1242
Bogart Wealth LLC
Virginia
$202K +$70.5K +1,628 +45%
CWA
1243
Canvas Wealth Advisors
Kansas
$202K +$51.3K +1,185 +29%
HWA
1244
HHM Wealth Advisors
Tennessee
$201K -$571K -13,188 -72%
MLFP
1245
MPS Loria Financial Planners
Illinois
$201K +$227K +5,241 New
CW
1246
Cedarwood Wealth
Colorado
$200K +$2.17K +50 +1%
PWA
1247
Physician Wealth Advisors
Utah
$200K +$4.63K +107 +2%
C1AG
1248
Client 1st Advisory Group
Florida
$200K – – –
HI
1249
Hoey Investments
Pennsylvania
$200K +$4.33K +100 +2%
FA
1250
Fountainhead AM
New Jersey
$193K +$87 +2 +0%
48 49
50
51 52