ISHARES S&P 500 VALUE ETF (IVE)

Market Closed

1 Sep, 20:00

ARCA

235. 80

-0.73

-0.3086%

50.16B Market Cap

3.39% Div Yield

500,071 Volume

$ 236.53

Previous Close

Investors:

TJD

+584

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Day Range

235.27 236.85

Year Range

201.22 239.93

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ISHARES S&P 500 VALUE ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
BP Brett Pohl Kingdom Financial Group LLC	1,660	$351,907.43	$391,411.38	$39,503.95	11.23%
Stephen Smith Kestra Investment Management LLC	315,993	$66.57M	$74.31M	$7.74M	11.63%
Sue Oleari Trifecta Capital Advisors LLC	874	$184,280.49	$202,514.55	$18,234.06	9.89%
Scott Register Register Financial Advisors LLC	384	$72,951.83	$88,976.64	$16,024.81	21.97%
TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC	7,523	$1.56M	$1.79M	$234,541.7	15.07%
FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC	4,584	$946,642	$1.08M	$137,932.4	14.57%
Kevin Gray Lodestar Private Asset Management LLC	5,349	$792,234.1	$1.24M	$447,182.74	56.45%
Amy Ardeel Icon Wealth Advisors LLC	232,242	$46.39M	$54.62M	$8.22M	17.73%
TT Thaddeus Toal RCS Financial Planning LLC	4,344	$921,230.73	$1.01M	$85,317.55	9.26%
Colleen Wysong Koesten, Hirschmann & Crabtree Inc.	2,255	$421,256.98	$522,506.07	$101,249.09	24.03%
Crystal McKeon TSA Wealth Managment LLC	57,163	$11.27M	$13.25M	$1.98M	17.57%
Dean Pelos Commonwealth Retirement Investments LLC	21,239	$4.18M	$4.92M	$744,101.89	17.81%
JGK Jonathan G. Kasting Regimen Wealth LLC	13,875	$2.64M	$3.26M	$625,827	23.73%
Robin Sherwood HTG Investment Advisors Inc.	7,561	$1.6M	$1.78M	$181,614.98	11.38%
Bepin Serraj Richard W. Paul & Associates LLC	26	$5,904	$6,130.54	$226.54	3.84%
Michael R. Panico Arcadia Wealth Management LLC	7,552	$1.59M	$1.75M	$159,578.71	10.03%
TAB Thomas A. Burke Syntegra Private Wealth Group LLC	2,916	$573,242.98	$675,666.39	$102,423.41	17.87%
Jeffrey Hanson Breakwater Capital Group	1,731	$278,981.31	$401,090.03	$122,108.72	43.77%
AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC	12,914	$1.97M	$2.99M	$1.02M	51.75%
Salvatore Cocivera Cora Capital Advisors LLC	1,227	$213,363.29	$284,308.18	$70,944.89	33.25%

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