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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1976
Carter Financial Group
Illinois
$325K – – –
GSAM
1977
Grant Street Asset Management
Pennsylvania
$325K – – –
GIM
1978
Goelzer Investment Management
Indiana
$325K -$15.5K -60 -4%
WI
1979
Wedgewood Investors
Pennsylvania
$324K – – –
DF
1980
Downshift Financial
Colorado
$324K +$17.3K +67 +6%
HKIM
1981
Hayek Kallen Investment Management
Alabama
$324K +$337K +1,305 New
RSA
1982
River Street Advisors
Illinois
$324K – – –
ATC
1983
Adirondack Trust Company
New York
$323K -$2.06K -8 -0.6%
DPW
1984
DiNuzzo Private Wealth
Pennsylvania
$323K – – –
PCM
1985
Ping Capital Management
New York
$322K +$335K +1,300 New
NPAN
1986
Northeast Planning Associates NH
New Hampshire
$322K – – –
PCM
1987
Park Capital Management
Wisconsin
$321K – – –
RBC
1988
Romano Brothers & Co
Illinois
$320K +$15K +58 +5%
HFS
1989
Hantz Financial Services
Michigan
$320K +$176K +682 +112%
QHA
1990
Quarry Hill Advisors
Minnesota
$320K -$21.4K -83 -7%
RPCONE
1991
Retirement Planning Company of New England
Rhode Island
$320K +$38.7K +150 +13%
OPF
1992
Old Peak Finance
North Carolina
$319K – – –
FHB
1993
First Hawaiian Bank
Hawaii
$318K -$30.4K -118 -8%
HDIM
1994
Hanson & Doremus Investment Management
Vermont
$318K +$107K +415 +48%
DCM
1995
DGS Capital Management
New Jersey
$318K +$330K +1,281 New
TP
1996
TritonPoint Partners
Maryland
$317K +$106K +411 +47%
KMWM
1997
Keudell/Morrison Wealth Management
Oregon
$315K – – –
MAWCM
1998
Mine & Arao Wealth Creation & Management
California
$315K +$258 +1 +0.1%
NRI
1999
NFP Retirement Inc
California
$314K -$18.8K -73 -5%
WAG
2000
Wallace Advisory Group
California
$313K -$40.5K -157 -11%
78 79
80
81 82