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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
1676
Investors Research Corp
Georgia
$8.7K -$8.38K -40 -49%
OCM
1677
Orion Capital Management
California
$8.68K – – –
NMG
1678
New Millennium Group
Utah
$6.36K – – –
CFG
1679
Chapman Financial Group
Hawaii
$5.94K – – –
SRCM
1680
Signature Resources Capital Management
California
$5.09K -$85.3K -407 -94%
RMC
1681
Resources Management Corp
Connecticut
$5K – – –
CVM
1682
Cheviot Value Management
California
$4.76K – – –
PAIM
1683
Punch & Associates Investment Management
Minnesota
$4.29K +$1.05K +5 +33%
CCC
1684
Chelsea Counsel Company
California
$4.24K – – –
UOTTAIMCU
1685
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.24K – – –
VDBMI
1686
Van Den Berg Management I
Texas
$4.09K +$3.98K +19 New
POIA
1687
Pin Oak Investment Advisors
Texas
$4K – – –
NWM
1688
Nova Wealth Management
Florida
$3.18K – – –
ICM
1689
Islay Capital Management
Texas
$2.97K – – –
PWM
1690
Proathlete Wealth Management
Florida
$2.78K – – –
ETC
1691
Exchange Traded Concepts
Oklahoma
$2.54K -$3.14K -15 -56%
TCA
1692
Trifecta Capital Advisors
Illinois
$1.91K – – –
BGWM
1693
Bridge Generations Wealth Management
Florida
$1.27K – – –
NFSG
1694
Newbridge Financial Services Group
Florida
$1.27K +$1.26K +6 New
VFM
1695
Vision Financial Markets
Connecticut
$1.08K – – –
BL
1696
BFSG LLC
California
$637 – – –
AI
1697
Atomic Invest
New York
$151 +$210 +1 New
FRA
1698
Frank Rimerman Advisors
California
– -$24.2M -117,200 Closed
VPP
1699
Vertex Planning Partners
Illinois
– -$8.55M -41,412 Closed
UAS
1700
United Asset Strategies
New York
– -$8.24M -39,888 Closed
66 67
68
69 70