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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
2001
Itau Unibanco Holding S.A.
Brazil
– -$9.34M -56,654 Closed
Q
2002
QVR
California
– -$5.57M -31,300 Closed
WAM
2003
Watershed Asset Management
California
– -$4.96M -30,100 Closed
WAM
2004
Weiss Asset Management
Massachusetts
– -$4.77M -28,919 Closed
SAM
2005
Silverback Asset Management
North Carolina
– -$4.12M -25,000 Closed
NC
2006
NBW Capital
Massachusetts
– -$3.26M -19,761 Closed
C
2007
CEDRUS
Colorado
– -$2.74M -16,616 Closed
LFG
2008
Lockerman Financial Group
California
– -$2.5M -15,129 Closed
ECM
2009
EMC Capital Management
Texas
– -$2.47M -15,000 Closed
IHL
2010
Investment House LLC
California
– -$2.18M -13,199 Closed
MS
2011
Maven Securities
Jersey
– -$2.13M -12,928 Closed
LC
2012
Lavaca Capital
Texas
– -$2.04M -12,400 Closed
WPA
2013
Winning Points Advisors
Florida
– -$1.56M -9,151 Closed
AI
2014
Acuitas Investments
Washington
– -$1.49M -9,036 Closed
KPF
2015
K2 Principal Fund
Ontario, Canada
– -$1.49M -9,022 Closed
FFN
2016
Focus Financial Network
Minnesota
– -$1.49M -9,010 Closed
RP
2017
Riverwater Partners
Wisconsin
– -$1.23M -7,448 Closed
PCIG
2018
Partners Capital Investment Group
Massachusetts
– -$1.21M -7,326 Closed
TCA
2019
Taconic Capital Advisors
New York
– -$1.15M -7,000 Closed
CCMD
2020
Cypress Capital Management (Delaware)
Delaware
– -$1.01M -6,099 Closed
PWM
2021
PRW Wealth Management
Massachusetts
– -$885K -5,366 Closed
BAM
2022
Bayview Asset Management
Florida
– -$898K -5,048 Closed
LPAM
2023
Legion Partners Asset Management
California
– -$825K -5,000 Closed
WWA
2024
WCG Wealth Advisors
Nevada
– -$652K -3,857 Closed
HPWM
2025
Highland Private Wealth Management
Washington
– -$596K -3,612 Closed
79 80
81
82 83