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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2001
Bellevue Asset Management
Washington
$12K +$5.42K +24 +75%
TAM
2002
Tucker Asset Management
Colorado
$11.8K – – –
RK
2003
Rather & Kittrell
Tennessee
$11K +$11.3K +50 New
UIA
2004
Ulland Investment Advisors
Minnesota
$11K +$11.3K +50 New
LFG
2005
Leverty Financial Group
Wisconsin
$11K +$11.8K +52 New
FRA
2006
Front Row Advisors
California
$10K – – –
ACK
2007
Andrew C. Karlinski
$10K +$10.2K +45 New
GWMI
2008
Guardian Wealth Management (Illinois)
Illinois
$10K +$10.4K +46 New
CP
2009
Corbenic Partners
Pennsylvania
$9K – – –
CWM
2010
Curi Wealth Management
North Carolina
$9K +$9.72K +43 New
MIM
2011
MTM Investment Management
South Carolina
$8K – – –
WOC
2012
West Oak Capital
California
$8K – – –
RIA
2013
Richwood Investment Advisors
Ohio
$8K +$7.68K +34 New
MTWM
2014
Masso Torrence Wealth Management
New Jersey
$8K +$8.36K +37 New
MP
2015
McDonald Partners
Ohio
$7.56K -$722K -3,195 -99%
ACM
2016
Absolute Capital Management
Pennsylvania
$7.56K +$7.68K +34 New
IPW
2017
IronBridge Private Wealth
Texas
$7K – – –
SCA
2018
Stuart Chaussee & Associates
California
$7K – – –
APC
2019
Aspire Private Capital
North Carolina
$7K +$6.78K +30 New
TCM
2020
Tradewinds Capital Management
Washington
$6K – – –
VRM
2021
Vectors Research Management
New York
$5K – – –
CA
2022
Centerpoint Advisors
Massachusetts
$4K – – –
PWMG
2023
Prestige Wealth Management Group
New Jersey
$4K – – –
ARMC
2024
American Research & Management Company
Massachusetts
$4K +$2.03K +9 +82%
FWA
2025
FSC Wealth Advisors
New York
$4K +$3.62K +16 New
79 80
81
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