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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
1976
Cascade Investment Group
Colorado
$217K -$7.28K -34 -3%
EWS
1977
Eagle Wealth Strategies
New Jersey
$216K -$15.2K -71 -7%
JAG
1978
Journey Advisory Group
Kentucky
$216K -$11.1K -52 -5%
BFA
1979
Beaumont Financial Advisors
Massachusetts
$215K -$48.6K -227 -19%
MSA
1980
Marathon Strategic Advisors
Pennsylvania
$215K -$5.78K -27 -3%
JPWM
1981
Jamison Private Wealth Management
Georgia
$215K – – –
WA
1982
WESPAC Advisors
California
$214K -$172K -804 -45%
RDWM
1983
Red Door Wealth Management
Tennessee
$214K -$32.5K -152 -14%
JLBC
1984
J.L. Bainbridge & Co
Florida
$214K +$207K +967 New
SF
1985
SWP Financial
California
$213K -$7.7K -36 -4%
TMWM
1986
Taylor & Morgan Wealth Management
Michigan
$212K +$206K +961 New
CIP
1987
Chartwell Investment Partners
Pennsylvania
$212K +$206K +961 New
MM
1988
Main Management
California
$211K – – –
MCM
1989
Monarch Capital Management
Indiana
$211K +$204K +954 New
SA
1990
Shilanski & Associates
Alaska
$210K +$204K +951 New
CW
1991
Code Waechter
Florida
$210K +$203K +950 New
MC
1992
Miramar Capital
Illinois
$210K -$64.2K -300 -24%
CWA
1993
Cascade Wealth Advisors
Washington
$210K – – –
SMFG
1994
Sumitomo Mitsui Financial Group
Japan
$209K +$199K +931 +5,476%
FSCM
1995
Front Street Capital Management
Montana
$209K -$73.2K -342 -27%
GA
1996
Gordian Advisors
Arizona
$209K +$202K +944 New
LWM
1997
Luminvest Wealth Management
Arizona
$208K +$198K +924 New
SI
1998
Seeds Investor
New York
$208K +$202K +942 New
EPM
1999
Elm Partners Management
Pennsylvania
$207K +$201K +937 New
SIAP
2000
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$207K +$200K +936 New
78 79
80
81 82