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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
QTM
2001
qPULA Trading Management
New York
– -$208K -1,012 Closed
CCA
2002
Cottonwood Capital Advisors
Utah
– -$207K -1,010 Closed
VCP
2003
Verus Capital Partners
Arizona
– -$206K -1,010 Closed
1W
2004
1776 Wealth
Georgia
– -$205K -1,000 Closed
BCM
2005
Buckhead Capital Management
Georgia
– -$205K -1,000 Closed
KMWM
2006
Keudell/Morrison Wealth Management
Oregon
– -$205K -1,000 Closed
SC
2007
Shay Capital
New York
– -$184K -1,000 Closed
TC
2008
Tenret Company
Florida
– -$205K -1,000 Closed
HCM
2009
Hilton Capital Management
New York
– -$204K -995 Closed
WIA
2010
World Investment Advisors
California
– -$203K -990 Closed
GHA
2011
GW Henssler & Associates
Georgia
– -$202K -985 Closed
BIM
2012
Bridges Investment Management
Nebraska
– -$202K -984 Closed
FUBT
2013
First United Bank & Trust
Maryland
– -$202K -984 Closed
SFPG
2014
Stonebridge Financial Planning Group
Florida
– -$201K -978 Closed
BBA
2015
BLB&B Advisors
Pennsylvania
– -$200K -974 Closed
LRPA
2016
L. Roy Papp & Associates
Arizona
– -$200K -974 Closed
ADL
2017
Asset Dedication LLC
California
– -$181K -883 Closed
FAG
2018
Fortitude Advisory Group
Washington
– -$179K -873 Closed
PP
2019
PDS Planning
Ohio
– -$114K -557 Closed
EPM
2020
Elm Partners Management
Pennsylvania
– -$112K -544 Closed
EWM
2021
EPG Wealth Management
Georgia
– -$71K -346 Closed
SCA
2022
Sandy Cove Advisors
Massachusetts
– -$52K -255 Closed
FFC
2023
First Financial Corp
Indiana
– -$48K -236 Closed
RFWA
2024
RPg Family Wealth Advisory
Massachusetts
– -$43.5K -212 Closed
PFSC
2025
Peoples Financial Services Corp
Pennsylvania
– -$34K -167 Closed
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