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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1976
Carmichael Hill & Associates
Maryland
$181K -$1.6K -8 -0.9%
GJIA
1977
Glass Jacobson Investment Advisors
Maryland
$181K – – –
PP
1978
Pingora Partners
Wyoming
$171K +$163K +815 New
TCPG
1979
Trivant Custom Portfolio Group
California
$168K – – –
HIIFS
1980
Harel Insurance Investments & Financial Services
Israel
$160K -$4.09M -20,503 -96%
ACA
1981
Atlas Capital Advisors
Wyoming
$159K -$16.6K -83 -10%
BL
1982
BFSG LLC
California
$158K – – –
ME
1983
McIlrath & Eck
Washington
$157K +$36.1K +181 +32%
EWP
1984
Elevation Wealth Partners
California
$156K – – –
DF
1985
Dunhill Financial
United Kingdom
$156K – – –
VI
1986
Vestcor Inc
New Brunswick, Canada
$156K – – –
AFG
1987
Albion Financial Group
Utah
$151K – – –
RS
1988
Rakuten Securities
Japan
$150K +$142K +713 New
AWM
1989
Aberdeen Wealth Management
Illinois
$149K – – –
HWM
1990
Horizons Wealth Management
North Carolina
$148K – – –
CNBTD
1991
Citizens National Bank Trust Department
Mississippi
$147K -$9.97K -50 -7%
HBW
1992
Hazlett, Burt & Watson
West Virginia
$147K +$63.4K +318 +84%
AIM
1993
Anchor Investment Management
South Carolina
$146K – – –
DWS
1994
Dynamic Wealth Strategies
California
$144K – – –
AW
1995
Avion Wealth
Texas
$142K -$6.98K -35 -5%
FUBT
1996
First United Bank & Trust
Maryland
$142K -$8.38K -42 -6%
CIA
1997
Cape Investment Advisory
Georgia
$141K -$30.9K -155 -19%
ADL
1998
Asset Dedication LLC
California
$141K +$39.7K +199 +42%
SC
1999
Stephens Consulting
Michigan
$140K -$45.5K -228 -25%
GI
2000
Gradient Investments
Minnesota
$139K -$1.4K -7 -1%
78 79
80
81 82