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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
201
Exchange Capital Management
Michigan
$46K
IPC
202
Independent Portfolio Consultants
Florida
$46K
EFSCE
203
Enterprise Financial Services Corp (EFSC)
Missouri
$45K
WRM
204
Westport Resources Management
Connecticut
$45K
EWM
205
Evercore Wealth Management
New York
$42K
CDIA
206
Capital Directions Investment Advisors
Georgia
$35K +$2.36K +42 +7%
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$34K
EIM
208
Emerson Investment Management
Massachusetts
$32K +$34K +604 New
GAM
209
Gemmer Asset Management
California
$29K
ST
210
Smithfield Trust
Pennsylvania
$27K
LWM
211
LBA Wealth Management
Florida
$27K +$13.6K +242 +92%
TDC
212
Thompson Davis & Co
Virginia
$22K +$22.6K +402 New
EWM
213
Elite Wealth Management
Washington
$20K
JWA
214
JFS Wealth Advisors
Pennsylvania
$20K
HR
215
Howe & Rusling
New York
$17K
OIA
216
Optimum Investment Advisors
Illinois
$17K
MAS
217
Madden Advisory Services
Florida
$16K +$17.1K +304 New
LNB
218
Ledyard National Bank
$15K
FNBT
219
FineMark National Bank & Trust
Florida
$13K
BWFA
220
Baltimore-Washington Financial Advisors
Maryland
$12K
CTC
221
Central Trust Company
Missouri
$12K
WC
222
Whitnell & Co
Illinois
$9K
PMFA
223
Plante Moran Financial Advisors
Michigan
$7K +$7.32K +130 New
LWA
224
Lenox Wealth Advisors
New York
$5K
WA
225
WealthTrust-Arizona
Arizona
$4K +$3.71K +66 New