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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
201
Peak Asset Management
Colorado
$210K – – –
HS
202
Huntington Steele
Pennsylvania
$204K +$216K +3,888 New
ACM
203
Azimuth Capital Management
Michigan
$202K – – –
CK
204
Carnick & Kubik
Colorado
$194K +$13.1K +236 +7%
CFA
205
CT Financial Advisors
Pennsylvania
$187K – – –
WT
206
Whittier Trust
California
$169K – – –
TCM
207
TD Capital Management
Tennessee
$146K -$176K -3,162 -53%
RIA
208
Regal Investment Advisors
Michigan
$132K -$2.33K -42 -2%
MCM
209
Manchester Capital Management
Vermont
$132K – – –
VNA
210
Valley National Advisers
Pennsylvania
$128K – – –
EWM
211
Endurance Wealth Management
Rhode Island
$114K – – –
KA
212
Klingman & Associates
New York
$91K – – –
NFG
213
Next Financial Group
Texas
$84K +$25.8K +464 +41%
FIB
214
First Interstate Bank
Montana
$78K +$83.1K +1,496 New
MWP
215
MYCIO Wealth Partners
Pennsylvania
$74K +$222 +4 +0.3%
DSC
216
Duncker Streett & Co
Missouri
$73K – – –
ASN
217
Advisory Services Network
Georgia
$70K +$34K +612 +86%
GAM
218
Gemmer Asset Management
California
$63K -$38.2K -688 -37%
TWA
219
TCI Wealth Advisors
Arizona
$63K – – –
MMG
220
Monetary Management Group
Missouri
$58K – – –
IF
221
Ironwood Financial
Arizona
$52K – – –
RFA
222
Reilly Financial Advisors
California
$52K +$8.66K +156 +19%
CCS
223
Crosspoint Capital Strategies
California
$51K -$14.4K -260 -21%
KF
224
Krilogy Financial
Missouri
$50K +$52.9K +952 New
KCM
225
Karp Capital Management
California
$48K – – –
7 8
9
10 11