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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1676
Chapman Financial Group
Hawaii
$5.94K – – –
SRCM
1677
Signature Resources Capital Management
California
$5.09K -$85.3K -407 -94%
RMC
1678
Resources Management Corp
Connecticut
$5K – – –
CVM
1679
Cheviot Value Management
California
$4.76K – – –
PAIM
1680
Punch & Associates Investment Management
Minnesota
$4.29K +$1.05K +5 +33%
CCC
1681
Chelsea Counsel Company
California
$4.24K – – –
UOTTAIMCU
1682
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.24K – – –
VDBMI
1683
Van Den Berg Management I
Texas
$4.09K +$3.98K +19 New
POIA
1684
Pin Oak Investment Advisors
Texas
$4K – – –
NWM
1685
Nova Wealth Management
Florida
$3.18K – – –
ICM
1686
Islay Capital Management
Texas
$2.97K – – –
PWM
1687
Proathlete Wealth Management
Florida
$2.78K – – –
ETC
1688
Exchange Traded Concepts
Oklahoma
$2.54K -$3.14K -15 -56%
TCA
1689
Trifecta Capital Advisors
Illinois
$1.91K – – –
BGWM
1690
Bridge Generations Wealth Management
Florida
$1.27K – – –
NFSG
1691
Newbridge Financial Services Group
Florida
$1.27K +$1.26K +6 New
VFM
1692
Vision Financial Markets
Connecticut
$1.08K – – –
BL
1693
BFSG LLC
California
$637 – – –
FRA
1694
Frank Rimerman Advisors
California
– -$24.2M -117,200 Closed
VPP
1695
Vertex Planning Partners
Illinois
– -$8.55M -41,412 Closed
UAS
1696
United Asset Strategies
New York
– -$8.24M -39,888 Closed
ATS
1697
Ashton Thomas Securities
New York
– -$5.64M -27,323 Closed
CM
1698
Capula Management
Cayman Islands
– -$5.17M -25,027 Closed
BJL
1699
Brighton Jones LLC
Washington
– -$2.65M -12,816 Closed
M1FG
1700
Mach-1 Financial Group
Arkansas
– -$2.18M -10,548 Closed
66 67
68
69 70