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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
2001
Vestcor Inc
New Brunswick, Canada
$149K +$133K +740 New
HWM
2002
Horizons Wealth Management
North Carolina
$148K – – –
KWAG
2003
Kiely Wealth Advisory Group
North Carolina
$148K +$135K +751 New
VCM
2004
Versant Capital Management
Arizona
$148K -$26.3K -147 -17%
FUBT
2005
First United Bank & Trust
Maryland
$144K +$128K +717 New
AFG
2006
Albion Financial Group
Utah
$144K – – –
AW
2007
Avion Wealth
Texas
$143K -$2.15K -12 -2%
AWM
2008
Aberdeen Wealth Management
Illinois
$143K – – –
IWA
2009
Icon Wealth Advisors
Texas
$140K +$125K +700 New
BAM
2010
BOCHK Asset Management
Hong Kong
$140K +$125K +700 New
AIM
2011
Anchor Investment Management
South Carolina
$140K – – –
DI
2012
DAGCO Inc
Ohio
$137K -$773K -4,316 -86%
DWS
2013
Dynamic Wealth Strategies
California
$137K +$123K +684 New
CPG
2014
Cornerstone Planning Group
New Jersey
$136K -$8.78K -49 -7%
GWSG
2015
GPS Wealth Strategies Group
Colorado
$136K +$6.63K +37 +6%
GI
2016
Gradient Investments
Minnesota
$134K +$4.48K +25 +4%
EWP
2017
Elevation Wealth Partners
California
$131K +$70.9K +396 +114%
PCMC
2018
Planning Capital Management Corporation
Pennsylvania
$131K +$117K +651 New
GWANC
2019
Guardian Wealth Advisors (North Carolina)
North Carolina
$128K – – –
AWM
2020
Aspire Wealth Management
Massachusetts
$127K – – –
FGAM
2021
Financial Gravity Asset Management
Texas
$127K +$113K +630 New
RMC
2022
Resources Management Corp
Connecticut
$126K -$5.38K -30 -5%
SWM
2023
Sanctuary Wealth Management
Idaho
$125K +$67.7K +378 +154%
MIM
2024
MTM Investment Management
South Carolina
$125K – – –
WAS
2025
Winch Advisory Services
Wisconsin
$121K -$14K -78 -11%
79 80
81
82 83