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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1551
Valley Wealth Managers
New Jersey
$11.8K – – –
WIM
1552
Westside Investment Management
California
$10.3K – – –
CF
1553
Collier Financial
Colorado
$9.9K +$9.64K +48 New
RF
1554
Robinswood Financial
Washington
$9.71K +$201 +1 +2%
IW
1555
Imprint Wealth
South Carolina
$9.29K +$9.04K +45 New
OCM
1556
Orion Capital Management
California
$8.41K – – –
VCM
1557
Viewpoint Capital Management
Washington
$7.64K +$7.43K +37 New
NMG
1558
New Millennium Group
Utah
$6.2K -$1.41K -7 -19%
CFG
1559
Chapman Financial Group
Hawaii
$5.78K +$5.62K +28 New
ETC
1560
Exchange Traded Concepts
Oklahoma
$5.58K -$515K -2,562 -99%
RCM
1561
Richardson Capital Management
Wisconsin
$5.37K +$5.22K +26 New
RMC
1562
Resources Management Corp
Connecticut
$5K – – –
CVM
1563
Cheviot Value Management
California
$4.63K – – –
CCC
1564
Chelsea Counsel Company
California
$4.13K +$4.02K +20 New
POIA
1565
Pin Oak Investment Advisors
Texas
$4.13K -$4.02K -20 -50%
UOTTAIMCU
1566
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.13K – – –
LWA
1567
Lowe Wealth Advisors
Maryland
$3.3K +$3.21K +16 New
PAIM
1568
Punch & Associates Investment Management
Minnesota
$3.13K – – –
NWM
1569
Nova Wealth Management
Florida
$3.1K -$13.5K -67 -82%
ICM
1570
Islay Capital Management
Texas
$2.89K – – –
PPA
1571
Painted Porch Advisors
California
$2.89K – – –
PWM
1572
Proathlete Wealth Management
Florida
$2.7K -$40.8K -203 -94%
MSG
1573
Main Street Group
Virginia
$2.48K – – –
AFWM
1574
Abich Financial Wealth Management
Virginia
$2.27K +$2.21K +11 New
GLA
1575
Great Lakes Advisors
Illinois
$2.03K -$8.44K -42 -81%
61 62
63
64 65