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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2001
MBA Advisors
Pennsylvania
$400K – – –
HWA
2002
Heritage Wealth Advisors
Virginia
$399K +$76.7K +273 +26%
AI
2003
Arvest Investments
Arkansas
$399K -$12.4K -44 -3%
AFG
2004
Albion Financial Group
Utah
$399K -$15.5K -55 -4%
NDSI
2005
Newman Dignan & Sheerar Inc
Rhode Island
$398K -$7.03K -25 -2%
BHB
2006
Bank Hapoalim BM
Israel
$397K – – –
GCM
2007
G2 Capital Management
Ohio
$397K – – –
FH
2008
Financial Harvest
Florida
$396K – – –
BB
2009
Berkshire Bank
Massachusetts
$396K – – –
ACP
2010
Aviance Capital Partners
Florida
$395K – – –
MCCP
2011
Mission Creek Capital Partners
California
$395K +$370K +1,315 New
ACM
2012
Allred Capital Management
Texas
$395K – – –
CFG
2013
Carter Financial Group
Illinois
$394K – – –
LSPW
2014
Lake Street Private Wealth
Illinois
$394K -$45.2K -161 -11%
HIM
2015
Hanlon Investment Management
New Jersey
$393K +$368K +1,309 New
WI
2016
Wedgewood Investors
Pennsylvania
$393K – – –
HKIM
2017
Hayek Kallen Investment Management
Alabama
$392K – – –
DPW
2018
DiNuzzo Private Wealth
Pennsylvania
$391K – – –
KFA
2019
Kelleher Financial Advisors
New York
$391K +$365K +1,300 New
PCM
2020
Park Capital Management
Wisconsin
$389K – – –
SIA
2021
Stegner Investment Associates
Kentucky
$389K -$192K -684 -35%
HFS
2022
Hantz Financial Services
Michigan
$388K +$562 +2 +0.2%
RBC
2023
Romano Brothers & Co
Illinois
$388K – – –
ATC
2024
Adirondack Trust Company
New York
$387K -$4.21K -15 -1%
CFG
2025
Compass Financial Group
Ohio
$386K -$115K -410 -24%
79 80
81
82 83