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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
2001
Clear Harbor Asset Management
Connecticut
$275K -$1.93M -8,428 -88%
PA
2002
Persium Advisors
Georgia
$274K +$918 +4 +0.4%
BSSFA
2003
Baron Silver Stevens Financial Advisors
Florida
$274K +$2.29K +10 +0.9%
SPWM
2004
Straight Path Wealth Management
Michigan
$273K – – –
FPCG
2005
Forum Private Client Group
Indiana
$273K -$9.64K -42 -4%
NPAN
2006
Northeast Planning Associates NH
New Hampshire
$273K – – –
AT
2007
American Trust
Kentucky
$272K -$67K -292 -21%
WCM
2008
Wealthcare Capital Management
Virginia
$271K -$6.42K -28 -2%
KW
2009
KWB Wealth
California
$271K – – –
RFW
2010
Rainier Family Wealth
Washington
$271K – – –
VPP
2011
Vertex Planning Partners
Illinois
$271K +$229 +1 +0.1%
MSFS
2012
Main Street Financial Solutions
Pennsylvania
$270K -$2.06K -9 -0.8%
NRI
2013
NFP Retirement Inc
California
$270K -$229 -1 -0.1%
AFS
2014
Access Financial Services
Minnesota
$270K +$256K +1,114 New
GWS
2015
Glassman Wealth Services
Virginia
$269K -$6.42K -28 -2%
GAM
2016
Griffin Asset Management
New York
$268K +$254K +1,109 New
CD
2017
Chapin Davis
Maryland
$267K -$117K -509 -32%
SFGP
2018
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$267K – – –
PFG
2019
Prosperity Financial Group
California
$267K – – –
MHIP
2020
Mountain Hill Investment Partners
New Jersey
$267K -$22.9K -100 -8%
AAG
2021
Armstrong Advisory Group
Massachusetts
$267K +$229 +1 +0.1%
PWM
2022
Peterson Wealth Management
Nevada
$267K +$688 +3 +0.3%
MWM
2023
Maridea Wealth Management
New York
$266K +$246K +1,073 New
SH
2024
SLT Holdings
Arizona
$266K +$252K +1,100 New
WC
2025
Waterloo Capital
Texas
$266K -$154K -669 -38%
79 80
81
82 83