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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
1976
Marathon Strategic Advisors
Pennsylvania
$215K -$5.78K -27 -3%
JPWM
1977
Jamison Private Wealth Management
Georgia
$215K – – –
WA
1978
WESPAC Advisors
California
$214K -$172K -804 -45%
RDWM
1979
Red Door Wealth Management
Tennessee
$214K -$32.5K -152 -14%
JLBC
1980
J.L. Bainbridge & Co
Florida
$214K +$207K +967 New
SF
1981
SWP Financial
California
$213K -$7.7K -36 -4%
TMWM
1982
Taylor & Morgan Wealth Management
Michigan
$212K +$206K +961 New
CIP
1983
Chartwell Investment Partners
Pennsylvania
$212K +$206K +961 New
MM
1984
Main Management
California
$211K – – –
MCM
1985
Monarch Capital Management
Indiana
$211K +$204K +954 New
SA
1986
Shilanski & Associates
Alaska
$210K +$204K +951 New
CW
1987
Code Waechter
Florida
$210K +$203K +950 New
MC
1988
Miramar Capital
Illinois
$210K -$64.2K -300 -24%
CWA
1989
Cascade Wealth Advisors
Washington
$210K – – –
SMFG
1990
Sumitomo Mitsui Financial Group
Japan
$209K +$199K +931 +5,476%
FSCM
1991
Front Street Capital Management
Montana
$209K -$73.2K -342 -27%
GA
1992
Gordian Advisors
Arizona
$209K +$202K +944 New
LWM
1993
Luminvest Wealth Management
Arizona
$208K +$198K +924 New
SI
1994
Seeds Investor
New York
$208K +$202K +942 New
EPM
1995
Elm Partners Management
Pennsylvania
$207K +$201K +937 New
SIAP
1996
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$207K +$200K +936 New
DWM
1997
Diversify Wealth Management
Utah
$206K +$201K +941 New
PBO
1998
Peoples Bank (Ohio)
Ohio
$205K +$199K +930 New
PFA
1999
Professional Financial Advisors
Nebraska
$205K +$198K +926 New
OWM
2000
Opes Wealth Management
California
$205K +$198K +926 New
78 79
80
81 82