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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
226
Alexandria Capital
Virginia
$47K – – –
EDRH
227
Edmond de Rothschild Holding
Switzerland
$47K +$49.4K +890 New
EDRS
228
Edmond de Rothschild (Suisse)
Switzerland
$47K +$49.4K +890 New
IPC
229
Independent Portfolio Consultants
Florida
$45K – – –
WRM
230
Westport Resources Management
Connecticut
$45K – – –
EFSCE
231
Enterprise Financial Services Corp (EFSC)
Missouri
$44K – – –
EWM
232
Evercore Wealth Management
New York
$43K – – –
APSP
233
Asset Planning Services (Pennsylvania)
Pennsylvania
$40K – – –
IWMPD
234
Integrated Wealth Management (Palm Desert)
California
$39K -$7.33K -132 -15%
SMG
235
Spectrum Management Group
Indiana
$39K +$40.9K +736 New
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$33K – – –
CDIA
237
Capital Directions Investment Advisors
Georgia
$32K +$2.33K +42 +7%
CBT
238
Central Bank & Trust
Kentucky
$31K +$32.8K +590 New
WIC
239
Woodmont Investment Counsel
Tennessee
$30K – – –
GWM
240
Gupta Wealth Management
California
$26K -$3.55K -64 -12%
UFA
241
US Financial Advisors
Massachusetts
$26K – – –
WA
242
WFG Advisors
Texas
$24K +$222 +4 +0.9%
CTC
243
Central Trust Company
Missouri
$23K +$7.22K +130 +43%
BL
244
Balentine LLC
Georgia
$21K +$22.5K +406 New
AIP
245
Ameritas Investment Partners
Nebraska
$20K -$20.5K -370 -48%
CHP
246
Cable Hill Partners
Oregon
$19K – – –
JWA
247
JFS Wealth Advisors
Pennsylvania
$19K – – –
HR
248
Howe & Rusling
New York
$19K +$2.78K +50 +16%
PFBT
249
Parkside Financial Bank & Trust
Missouri
$17K +$18.5K +334 New
LNB
250
Ledyard National Bank
$15K – – –
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