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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
2001
Beirne Wealth Consulting Services
Connecticut
– -$747K -4,185 Closed
TFG
2002
Tilson Financial Group
New Jersey
– -$691K -3,872 Closed
PWM
2003
PRW Wealth Management
Massachusetts
– -$664K -3,789 Closed
CG
2004
Castellan Group
Kentucky
– -$589K -3,300 Closed
EWS
2005
Evergreen Wealth Solutions
Pennsylvania
– -$589K -3,300 Closed
JWWM
2006
Johnson & White Wealth Management
Pennsylvania
– -$475K -2,662 Closed
HHGC
2007
Hunting Hill Global Capital
New York
– -$415K -2,327 Closed
MAG
2008
MRA Advisory Group
New Jersey
– -$415K -2,327 Closed
LCWP
2009
Legacy Capital Wealth Partners
Arkansas
– -$399K -2,235 Closed
FCM
2010
Fourpath Capital Management
Oklahoma
– -$385K -2,159 Closed
AG
2011
Algert Global
California
– -$365K -2,047 Closed
SAM
2012
Silverhawk Asset Management
Arizona
– -$347K -1,943 Closed
XT
2013
XTX Topco
Cayman Islands
– -$340K -1,907 Closed
KF
2014
Krilogy Financial
Missouri
– -$334K -1,872 Closed
KCM
2015
Kornitzer Capital Management
Kansas
– -$330K -1,851 Closed
ACM
2016
Arlington Capital Management
Illinois
– -$319K -1,787 Closed
CAMG
2017
CWA Asset Management Group
Florida
– -$313K -1,754 Closed
WQ
2018
Wealth Quarterback
New Jersey
– -$313K -1,754 Closed
M
2019
MYeCFO
California
– -$310K -1,738 Closed
KL
2020
KWMG LLC
Kansas
– -$307K -1,721 Closed
IAM
2021
Innovis Asset Management
Illinois
– -$292K -1,639 Closed
MWAM
2022
Manhattan West Asset Management
California
– -$288K -1,612 Closed
TNBTD
2023
Trustmark National Bank Trust Department
Mississippi
– -$267K -1,497 Closed
WKWM
2024
Walter & Keenan Wealth Management
Indiana
– -$255K -1,430 Closed
RRCM
2025
Rappaport Reiches Capital Management
Illinois
– -$251K -1,406 Closed
79 80
81
82 83