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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
251
BlueSky Wealth Advisors
North Carolina
$468K -$141K -1,758 -23%
GEA
252
Glen Eagle Advisors
New Jersey
$463K +$2.72K +34 +0.6%
CWM
253
Cahaba Wealth Management
Georgia
$463K +$49.4K +618 +13%
WT
254
Whittier Trust
California
$459K +$4.64K +58 +1%
FA
255
FDx Advisors
Illinois
$452K -$104K -1,298 -19%
WP
256
WealthSource Partners
California
$447K -$235K -2,942 -35%
FNBOO
257
First National Bank of Omaha
Nebraska
$438K -$8K -100 -2%
SSB
258
Sandy Spring Bank
Maryland
$434K – – –
DY
259
Dowling & Yahnke
California
$431K – – –
MG
260
Mather Group
Illinois
$424K -$17.6K -220 -4%
MBT
261
Montecito Bank & Trust
California
$418K +$160K +2,000 +64%
JIC
262
Johnson Investment Counsel
Ohio
$414K +$15.2K +190 +4%
ALIONA
263
Allianz Life Insurance of North America
Minnesota
$410K -$106K -1,320 -21%
BAAM
264
Baker Avenue Asset Management
California
$404K +$1.12K +14 +0.3%
MGIA
265
Moneta Group Investment Advisors
Missouri
$397K +$10.2K +128 +3%
CIA
266
Capital Investment Advisors
Georgia
$391K +$17.8K +222 +5%
CB
267
Chemical Bank
Michigan
$385K +$16.8K +210 +5%
TI
268
Truepoint Inc
Ohio
$385K +$315K +3,936 +502%
SIC
269
Shoker Investment Counsel
Ohio
$384K – – –
CCT
270
Country Club Trust
Missouri
$383K -$185K -2,308 -33%
RIA
271
Regal Investment Advisors
Michigan
$379K -$72K -900 -16%
FA
272
Fortis Advisors
Pennsylvania
$375K +$270K +3,374 New
RC
273
RegentAtlantic Capital
New Jersey
$371K – – –
CCM
274
Coldstream Capital Management
Washington
$369K -$7.2K -90 -2%
PO
275
Private Ocean
California
$367K – – –
9 10
11
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