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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$14M -$192K -2,023 -1%
EIP
52
Ellis Investment Partners
Pennsylvania
$13.3M +$229K +2,419 +2%
RIG
53
Ramiah Investment Group
Wisconsin
$13.2M +$12.4M +131,134 New
BOS
54
Bingham Osborn & Scarborough
California
$12.8M +$305K +3,219 +3%
ADL
55
Asset Dedication LLC
California
$12.8M -$721K -7,614 -6%
SPC
56
Sigma Planning Corp
Michigan
$12.4M +$5.92M +62,557 +104%
OWA
57
One Wealth Advisors
California
$12.3M -$3.08M -32,516 -21%
PL
58
Polianta Ltd
Jersey
$12.1M -$3.12M -33,000 -22%
AWM
59
AE Wealth Management
Kansas
$11.9M +$10.3M +108,702 +1,197%
DSN
60
D. Scott Neal
Kentucky
$11.1M +$10.4M +110,373 New
RFM
61
Royal Fund Management
Florida
$10.6M +$9.99M +105,537 New
EAM
62
Evanson Asset Management
California
$10.5M – – –
AMG
63
Asset Management Group
Connecticut
$10.4M -$68.2K -720 -0.7%
KeyBank National Association
64
KeyBank National Association
Ohio
$10.3M -$49.2K -520 -0.5%
1IA
65
1834 Investment Advisors
Wisconsin
$9.92M -$3.4M -35,951 -27%
MWM
66
Mattern Wealth Management
Kansas
$9.86M +$9.26M +97,846 New
GT
67
Glenmede Trust
Pennsylvania
$9.62M +$2.08M +21,940 +30%
PFA
68
Pinnacle Family Advisors
Missouri
$9.47M +$8.9M +94,012 New
UB
69
UMB Bank
Missouri
$9.4M +$1.29M +13,579 +17%
BEC
70
Blue Edge Capital
Virginia
$9.29M +$314K +3,322 +4%
MWM
71
Modera Wealth Management
New Jersey
$9.22M -$9.75K -103 -0.1%
EK
72
Evensky & Katz
Florida
$9.19M +$517K +5,458 +6%
HFBOT
73
Home Federal Bank of Tennessee
Tennessee
$9.01M -$574K -6,063 -6%
RCS
74
Retirement Capital Strategies
California
$8.79M +$8.26M +87,239 New
SWM
75
Soundmark Wealth Management
Washington
$8.78M -$173K -1,828 -2%
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