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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
IPC
226
Independent Portfolio Consultants
Florida
$51K – – –
EFSCE
227
Enterprise Financial Services Corp (EFSC)
Missouri
$50K – – –
WRM
228
Westport Resources Management
Connecticut
$50K +$233 +4 +0.5%
EWM
229
Evercore Wealth Management
New York
$49K +$47.4K +816 New
AIP
230
Ameritas Investment Partners
Nebraska
$45K – – –
NFG
231
Next Financial Group
Texas
$45K +$15.5K +266 +54%
IWMPD
232
Integrated Wealth Management (Palm Desert)
California
$44K +$43.5K +748 New
BRWM
233
B. Riley Wealth Management
Tennessee
$38K -$17K -292 -31%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$38K – – –
CDIA
235
Capital Directions Investment Advisors
Georgia
$36K – – –
GAM
236
Gemmer Asset Management
California
$35K – – –
LWM
237
LBA Wealth Management
Florida
$30K – – –
ST
238
Smithfield Trust
Pennsylvania
$30K – – –
UFA
239
US Financial Advisors
Massachusetts
$30K – – –
PCM
240
Parsons Capital Management
Rhode Island
$30K +$29.1K +500 New
WA
241
WFG Advisors
Texas
$26K -$52.1K -896 -68%
CHP
242
Cable Hill Partners
Oregon
$22K – – –
JWA
243
JFS Wealth Advisors
Pennsylvania
$22K – – –
GWM
244
Gupta Wealth Management
California
$21K +$20.9K +360 New
HR
245
Howe & Rusling
New York
$19K – – –
OIA
246
Optimum Investment Advisors
Illinois
$19K – – –
CTC
247
Central Trust Company
Missouri
$18K +$4.19K +72 +32%
TDC
248
Thompson Davis & Co
Virginia
$17K -$8.26K -142 -33%
LNB
249
Ledyard National Bank
$17K – – –
PRS
250
Pinkerton Retirement Specialists
Idaho
$14K -$1.86M -32,052 -99%
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