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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
1701
Bruce G. Allen Investments
Colorado
$9.71K +$9.96K +46 New
UFPG
1702
United Financial Planning Group
New York
$8.87K – – –
IRC
1703
Investors Research Corp
Georgia
$8.66K – – –
CFG
1704
Chapman Financial Group
Hawaii
$5.91K – – –
SRCM
1705
Signature Resources Capital Management
California
$5.07K – – –
RMC
1706
Resources Management Corp
Connecticut
$5K – – –
GCP
1707
Gill Capital Partners
Colorado
$4.86K +$4.98K +23 New
CFFP
1708
Center for Financial Planning
Michigan
$4.65K -$20.6K -95 -81%
CVM
1709
Cheviot Value Management
California
$4.64K – – –
CCC
1710
Chelsea Counsel Company
California
$4.22K – – –
UOTTAIMCU
1711
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.22K – – –
POIA
1712
Pin Oak Investment Advisors
Texas
$4K – – –
VDBMI
1713
Van Den Berg Management I
Texas
$3.8K -$217 -1 -5%
NWM
1714
Nova Wealth Management
Florida
$3.17K – – –
PWM
1715
Proathlete Wealth Management
Florida
$2.78K – – –
MCA
1716
Midwest Capital Advisors
Michigan
$2.75K +$2.81K +13 New
MSG
1717
Main Street Group
Virginia
$2.53K +$2.6K +12 New
GLA
1718
Great Lakes Advisors
Illinois
$2.51K -$40.7K -188 -94%
NFSG
1719
Newbridge Financial Services Group
Florida
$1.27K – – –
VFM
1720
Vision Financial Markets
Connecticut
$1.08K – – –
BL
1721
BFSG LLC
California
$634 – – –
SAP
1722
Strategic Advisory Partners
North Carolina
$422 +$433 +2 New
AI
1723
Atomic Invest
New York
$343 +$217 +1 +100%
Two Sigma Investments
1724
Two Sigma Investments
New York
– -$66.3M -312,700 Closed
QIM
1725
Quest Investment Management
Oregon
– -$32M -150,813 Closed