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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SGCM
2001
Sanchez Gaunt Capital Management
Nevada
$313K +$325K +1,261 New
FSCM
2002
Front Street Capital Management
Montana
$312K -$3.87K -15 -1%
GFA
2003
Godfrey Financial Associates
New York
$312K – – –
KOC
2004
Koss-Olinger Consulting
Florida
$311K -$28.1K -109 -8%
JFGLC
2005
Johnson Financial Group LLC (Colorado)
Colorado
$310K +$323K +1,252 New
NPA
2006
Nichols & Pratt Advisers
Massachusetts
$310K -$41.3K -160 -10%
PVAMC
2007
PPS&V Asset Management Consultants
Michigan
$310K – – –
KW
2008
KWB Wealth
California
$310K – – –
MSG
2009
Main Street Group
Virginia
$310K -$23.2K -90 -7%
LC
2010
Lincoln Capital
Nebraska
$309K – – –
RFW
2011
Rainier Family Wealth
Washington
$309K +$43.9K +170 +16%
PBO
2012
Peoples Bank (Ohio)
Ohio
$308K +$59.6K +231 +23%
FF
2013
Friedenthal Financial
New Jersey
$308K -$49.8K -193 -13%
AIM
2014
Advyzon Investment Management
Illinois
$307K +$320K +1,239 New
VWM
2015
Vigil Wealth Management
Florida
$307K -$1.55K -6 -0.5%
MCP
2016
Mirador Capital Partners
California
$307K -$81K -314 -20%
PFGIA
2017
Patriot Financial Group Insurance Agency
Massachusetts
$307K +$319K +1,238 New
AIA
2018
Accelerate Investment Advisors
California
$307K – – –
SCM
2019
Sage Capital Management
New Jersey
$307K +$258 +1 +0.1%
MKW
2020
Mullaney, Keating & Wright
Connecticut
$306K +$57.5K +223 +22%
AWAG
2021
ARS Wealth Advisors Group
Florida
$306K – – –
JF
2022
JMN Financial
Ohio
$305K +$317K +1,228 New
GSB
2023
Greenfield Savings Bank
Massachusetts
$305K – – –
FA
2024
FC Advisory
Pennsylvania
$304K +$258 +1 +0.1%
MKA
2025
M. Kulyk & Associates
Georgia
$304K – – –
79 80
81
82 83