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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
2001
Evolve Private Wealth
California
$405K -$669K -2,381 -64%
SWGC
2002
Summit Wealth Group (Colorado)
Colorado
$405K -$1.41K -5 -0.4%
WWM
2003
Wolff Wiese Magana
California
$405K -$13.5K -48 -3%
DI
2004
Diligent Investors
California
$404K +$126K +450 +50%
CA
2005
COFG Advisors
Illinois
$402K +$95.8K +341 +34%
OS
2006
Objectivity Squared
South Carolina
$402K +$843 +3 +0.2%
MPPHD
2007
Maloon Powers Pitre Higgins & Dennehy
California
$402K +$376K +1,338 New
VW
2008
Veridan Wealth
Oregon
$401K +$375K +1,334 New
DF
2009
Dunhill Financial
United Kingdom
$401K – – –
MWM
2010
Maripau Wealth Management
Indiana
$400K +$33.2K +118 +10%
MA
2011
MBA Advisors
Pennsylvania
$400K – – –
HWA
2012
Heritage Wealth Advisors
Virginia
$399K +$76.7K +273 +26%
AI
2013
Arvest Investments
Arkansas
$399K -$12.4K -44 -3%
AFG
2014
Albion Financial Group
Utah
$399K -$15.5K -55 -4%
NDSI
2015
Newman Dignan & Sheerar Inc
Rhode Island
$398K -$7.03K -25 -2%
BHB
2016
Bank Hapoalim BM
Israel
$397K – – –
GCM
2017
G2 Capital Management
Ohio
$397K – – –
FH
2018
Financial Harvest
Florida
$396K – – –
BB
2019
Berkshire Bank
Massachusetts
$396K – – –
ACP
2020
Aviance Capital Partners
Florida
$395K – – –
MCCP
2021
Mission Creek Capital Partners
California
$395K +$370K +1,315 New
ACM
2022
Allred Capital Management
Texas
$395K – – –
CFG
2023
Carter Financial Group
Illinois
$394K – – –
LSPW
2024
Lake Street Private Wealth
Illinois
$394K -$45.2K -161 -11%
HIM
2025
Hanlon Investment Management
New Jersey
$393K +$368K +1,309 New
79 80
81
82 83