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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1976
Bruderman Asset Management
New York
– -$227K -1,105 Closed
BST
1977
Bath Savings Trust
Maine
– -$225K -1,097 Closed
CWP
1978
CFM Wealth Partners
Texas
– -$225K -1,097 Closed
SPWM
1979
Straight Path Wealth Management
Michigan
– -$225K -1,097 Closed
SCA
1980
STALEY CAPITAL ADVISERS
Pennsylvania
– -$224K -1,090 Closed
AA
1981
Axiom Advisory
California
– -$223K -1,087 Closed
RMCM
1982
Reynders McVeigh Capital Management
Massachusetts
– -$223K -1,085 Closed
DP
1983
Dearborn Partners
Illinois
– -$221K -1,079 Closed
CF
1984
Corrigan Financial
Rhode Island
– -$219K -1,065 Closed
CAMG
1985
CWA Asset Management Group
Florida
– -$218K -1,063 Closed
KWM
1986
Kolinsky Wealth Management
New Jersey
– -$217K -1,058 Closed
GM
1987
Granger Management
New York
– -$216K -1,053 Closed
MJRIC
1988
Mogy Joel R Investment Counsel
California
– -$216K -1,050 Closed
LHC
1989
Little House Capital
Massachusetts
– -$215K -1,047 Closed
PCMF
1990
Private Capital Management (Florida)
Florida
– -$215K -1,047 Closed
OMIC
1991
Old Mission Investment Co
Michigan
– -$215K -1,045 Closed
WMSA
1992
Weiss Multi-Strategy Advisers
New York
– -$214K -1,043 Closed
MWM
1993
Maltin Wealth Management
New Jersey
– -$214K -1,041 Closed
AWC
1994
Adamsbrown Wealth Consultants
Kansas
– -$213K -1,038 Closed
KWA
1995
Kellett Wealth Advisors
Ohio
– -$213K -1,038 Closed
CWS
1996
Cypress Wealth Services
California
– -$213K -1,037 Closed
APW
1997
Atlantic Private Wealth
North Carolina
– -$212K -1,033 Closed
IIA
1998
IPG Investment Advisors
California
– -$211K -1,030 Closed
FTA
1999
Financial & Tax Architects
Missouri
– -$209K -1,020 Closed
SGK
2000
Steigerwald Gordon & Koch
Virginia
– -$208K -1,014 Closed
78 79
80
81 82