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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FZCM
1976
Flynn Zito Capital Management
New York
$420K +$281 +1 +0.1%
CWM
1977
Castle Wealth Management
Florida
$420K +$281 +1 +0.1%
BCAM
1978
Boston Common Asset Management
Massachusetts
$419K -$15.7K -56 -4%
AI
1979
ArchPoint Investors
Florida
$418K – – –
PWM
1980
Praetorian Wealth Management
California
$418K – – –
BCA
1981
Bay Capital Advisors
Virginia
$415K +$281 +1 +0.1%
TCM
1982
Traynor Capital Management
Pennsylvania
$414K -$49.2K -175 -11%
DWM
1983
Daner Wealth Management
Georgia
$413K – – –
DBRC
1984
D.B. Root & Company
Pennsylvania
$413K -$129K -458 -25%
PSB
1985
Piscataqua Savings Bank
New Hampshire
$413K – – –
BWM
1986
BCGM Wealth Management
Indiana
$411K +$281 +1 +0.1%
ADL
1987
Asset Dedication LLC
California
$411K +$192K +682 +100%
TWM
1988
TRB Wealth Management
Texas
$410K – – –
BF
1989
Blankinship & Foster
California
$407K – – –
AWM
1990
Aviso Wealth Management
Washington
$406K +$56.2K +200 +17%
EPW
1991
Evolve Private Wealth
California
$405K -$669K -2,381 -64%
SWGC
1992
Summit Wealth Group (Colorado)
Colorado
$405K -$1.41K -5 -0.4%
WWM
1993
Wolff Wiese Magana
California
$405K -$13.5K -48 -3%
DI
1994
Diligent Investors
California
$404K +$126K +450 +50%
CA
1995
COFG Advisors
Illinois
$402K +$95.8K +341 +34%
OS
1996
Objectivity Squared
South Carolina
$402K +$843 +3 +0.2%
MPPHD
1997
Maloon Powers Pitre Higgins & Dennehy
California
$402K +$376K +1,338 New
VW
1998
Veridan Wealth
Oregon
$401K +$375K +1,334 New
DF
1999
Dunhill Financial
United Kingdom
$401K – – –
MWM
2000
Maripau Wealth Management
Indiana
$400K +$33.2K +118 +10%
78 79
80
81 82