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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Curi Wealth Management
North Carolina
$9K +$9.72K +43 New
MIM
2002
MTM Investment Management
South Carolina
$8K – – –
WOC
2003
West Oak Capital
California
$8K – – –
RIA
2004
Richwood Investment Advisors
Ohio
$8K +$7.68K +34 New
MTWM
2005
Masso Torrence Wealth Management
New Jersey
$8K +$8.36K +37 New
CP
2006
Castleview Partners
Texas
$7.85K +$395M +1,746,010 New
MP
2007
McDonald Partners
Ohio
$7.56K -$722K -3,195 -99%
ACM
2008
Absolute Capital Management
Pennsylvania
$7.56K +$7.68K +34 New
IPW
2009
IronBridge Private Wealth
Texas
$7K – – –
SCA
2010
Stuart Chaussee & Associates
California
$7K – – –
APC
2011
Aspire Private Capital
North Carolina
$7K +$6.78K +30 New
TCM
2012
Tradewinds Capital Management
Washington
$6K – – –
VRM
2013
Vectors Research Management
New York
$5K – – –
CA
2014
Centerpoint Advisors
Massachusetts
$4K – – –
PWMG
2015
Prestige Wealth Management Group
New Jersey
$4K – – –
ARMC
2016
American Research & Management Company
Massachusetts
$4K +$2.03K +9 +82%
FWA
2017
FSC Wealth Advisors
New York
$4K +$3.62K +16 New
BBHC
2018
Brown Brothers Harriman & Co
New York
$3.54K +$677K +2,995 +23%
FFG
2019
Ford Financial Group
California
$3.28K -$291K -1,289 -8%
MSFP
2020
Mark Sheptoff Financial Planning
Connecticut
$3K -$54K -239 -95%
CWA
2021
Clearview Wealth Advisors
Oregon
$3K -$1.36K -6 -29%
MAM
2022
McCarthy Asset Management
California
$3K – – –
C
2023
Covestor
United Kingdom
$3K +$2.71K +12 New
TC
2024
Trust Company
Kansas
$3K +$3.16K +14 New
HIM
2025
Hillsdale Investment Management
Ontario, Canada
$2K – – –
79 80
81
82 83