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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1676
Financial Management Professionals
Texas
$17.9K – – –
MCI
1677
MRP Capital Investments
Georgia
$16K +$16.5K +76 New
HHGA
1678
Halbert Hargrove Global Advisors
California
$15.8K – – –
WIM
1679
Westside Investment Management
California
$15.8K +$5.41K +25 +50%
BAM
1680
Bellevue Asset Management
Washington
$15.7K – – –
TFA
1681
Toth Financial Advisory
Virginia
$15K – – –
CT
1682
Coastline Trust
Rhode Island
$14.8K – – –
CTA
1683
Colonial Trust Advisors
South Carolina
$13.7K – – –
TWM
1684
Timmons Wealth Management
Massachusetts
$13.7K – – –
WWM
1685
Wolff Wiese Magana
California
$13.5K – – –
TC
1686
Trust Company
Kansas
$13.3K – – –
CAM
1687
Chesapeake Asset Management
New York
$12.9K – – –
FMB
1688
Field & Main Bank
Kentucky
$12.9K – – –
PIP
1689
Peachtree Investment Partners
Florida
$12.4K – – –
VWM
1690
Valley Wealth Managers
New Jersey
$12K – – –
SMBT
1691
Southern Michigan Bank & Trust
Michigan
$11.6K +$11.9K +55 New
OCM
1692
Orion Capital Management
California
$10.6K +$1.95K +9 +22%
CF
1693
Collier Financial
Colorado
$10.2K – – –
RF
1694
Robinswood Financial
Washington
$9.93K – – –
BGAI
1695
Bruce G. Allen Investments
Colorado
$9.71K +$9.96K +46 New
UFPG
1696
United Financial Planning Group
New York
$8.87K – – –
IRC
1697
Investors Research Corp
Georgia
$8.66K – – –
CFG
1698
Chapman Financial Group
Hawaii
$5.91K – – –
SRCM
1699
Signature Resources Capital Management
California
$5.07K – – –
RMC
1700
Resources Management Corp
Connecticut
$5K – – –
66 67
68
69 70