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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
201
Carnick & Kubik
Colorado
$204K -$9.75K -164 -5%
BSW
202
Buckingham Strategic Wealth
Missouri
$203K +$205K +3,444 New
AP
203
Advisor Partners
California
$202K – – –
WT
204
Whittier Trust
California
$190K – – –
RIA
205
Regal Investment Advisors
Michigan
$151K +$119 +2 +0.1%
MCM
206
Manchester Capital Management
Vermont
$148K – – –
VNA
207
Valley National Advisers
Pennsylvania
$144K – – –
EWM
208
Endurance Wealth Management
Rhode Island
$120K +$121K +2,040 New
HW
209
Hedeker Wealth
Illinois
$115K +$116K +1,956 New
GAM
210
Gemmer Asset Management
California
$111K +$77.3K +1,300 +223%
KA
211
Klingman & Associates
New York
$103K – – –
MWP
212
MYCIO Wealth Partners
Pennsylvania
$83K +$1.31K +22 +2%
DSC
213
Duncker Streett & Co
Missouri
$82K – – –
CCS
214
Crosspoint Capital Strategies
California
$72K – – –
TWA
215
TCI Wealth Advisors
Arizona
$71K -$5K -84 -7%
NFG
216
Next Financial Group
Texas
$67K +$22.6K +380 +50%
MMG
217
Monetary Management Group
Missouri
$65K – – –
IF
218
Ironwood Financial
Arizona
$59K – – –
TCM
219
Tradewinds Capital Management
Washington
$57K +$57.6K +968 New
KCM
220
Karp Capital Management
California
$54K – – –
AC
221
Alexandria Capital
Virginia
$53K – – –
RBC
222
Roble Belko & Company
Pennsylvania
$52K – – –
IWMPD
223
Integrated Wealth Management (Palm Desert)
California
$52K +$7.85K +132 +18%
IPC
224
Independent Portfolio Consultants
Florida
$50K – – –
WRM
225
Westport Resources Management
Connecticut
$50K +$119 +2 +0.2%
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9
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