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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1976
Axis Wealth Partners
Rhode Island
$250K -$868 -4 -0.3%
BFG
1977
Berger Financial Group
Minnesota
$250K +$15.2K +70 +6%
VIA
1978
Victrix Investment Advisors
Florida
$250K +$272K +1,253 New
CAI
1979
Capital Advisors Inc
Oklahoma
$250K -$42.7K -197 -14%
ZIG
1980
Zuckerman Investment Group
Illinois
$250K +$1.3K +6 +0.5%
FG
1981
Fairman Group
Pennsylvania
$249K +$434 +2 +0.2%
PVAMC
1982
PPS&V Asset Management Consultants
Michigan
$249K -$21.7K -100 -7%
FEM
1983
Fulcrum Equity Management
Texas
$248K +$38.6K +178 +17%
BCM
1984
Birmingham Capital Management
Alabama
$247K -$108K -500 -29%
TI
1985
Trexquant Investment
Connecticut
$247K +$47.5K +219 +21%
MMPW
1986
Mitchell McLeod Pugh & Williams
Alabama
$247K -$3.47K -16 -1%
CWM
1987
Cedar Wealth Management
California
$246K – – –
PAM
1988
PVG Asset Management
Colorado
$246K -$291K -1,340 -52%
GSB
1989
Greenfield Savings Bank
Massachusetts
$245K -$23.2K -107 -8%
HA
1990
Helium Advisors
Washington
$245K +$651 +3 +0.2%
VST
1991
Van Strum & Towne
California
$244K – – –
ZI
1992
ZEGA Investments
Florida
$244K +$14.1K +65 +6%
GWS
1993
Glassman Wealth Services
Virginia
$243K +$93.7K +432 +55%
NRI
1994
NFP Retirement Inc
California
$243K -$61.2K -282 -19%
C
1995
Cliffwater
California
$242K – – –
MAM
1996
Madison Asset Management
Wisconsin
$242K – – –
MWM
1997
Mindset Wealth Management
Indiana
$241K – – –
LPFG
1998
Landing Point Financial Group
Ohio
$240K +$16.5K +76 +7%
MHIP
1999
Mountain Hill Investment Partners
New Jersey
$240K +$21.7K +100 +9%
CWP
2000
CFM Wealth Partners
Texas
$239K – – –
78 79
80
81 82