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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
2001
Dunhill Financial
United Kingdom
$149K +$133K +744 New
VI
2002
Vestcor Inc
New Brunswick, Canada
$149K +$133K +740 New
HWM
2003
Horizons Wealth Management
North Carolina
$148K – – –
KWAG
2004
Kiely Wealth Advisory Group
North Carolina
$148K +$135K +751 New
VCM
2005
Versant Capital Management
Arizona
$148K -$26.3K -147 -17%
FUBT
2006
First United Bank & Trust
Maryland
$144K +$128K +717 New
AFG
2007
Albion Financial Group
Utah
$144K – – –
AW
2008
Avion Wealth
Texas
$143K -$2.15K -12 -2%
AWM
2009
Aberdeen Wealth Management
Illinois
$143K – – –
IWA
2010
Icon Wealth Advisors
Texas
$140K +$125K +700 New
BAM
2011
BOCHK Asset Management
Hong Kong
$140K +$125K +700 New
AIM
2012
Anchor Investment Management
South Carolina
$140K – – –
DI
2013
DAGCO Inc
Ohio
$137K -$773K -4,316 -86%
DWS
2014
Dynamic Wealth Strategies
California
$137K +$123K +684 New
CPG
2015
Cornerstone Planning Group
New Jersey
$136K -$8.78K -49 -7%
GWSG
2016
GPS Wealth Strategies Group
Colorado
$136K +$6.63K +37 +6%
GI
2017
Gradient Investments
Minnesota
$134K +$4.48K +25 +4%
EWP
2018
Elevation Wealth Partners
California
$131K +$70.9K +396 +114%
PCMC
2019
Planning Capital Management Corporation
Pennsylvania
$131K +$117K +651 New
GWANC
2020
Guardian Wealth Advisors (North Carolina)
North Carolina
$128K – – –
AWM
2021
Aspire Wealth Management
Massachusetts
$127K – – –
FGAM
2022
Financial Gravity Asset Management
Texas
$127K +$113K +630 New
RMC
2023
Resources Management Corp
Connecticut
$126K -$5.38K -30 -5%
SWM
2024
Sanctuary Wealth Management
Idaho
$125K +$67.7K +378 +154%
MIM
2025
MTM Investment Management
South Carolina
$125K – – –
79 80
81
82 83