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

500,072 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 (%)
Vantage Point Financial LLC Vantage Point Financial LLC	14,369	$2.96M	$3.42M	$461,335.06	15.59%
VestGen Advisors LLC VestGen Advisors LLC	45,369	$9.08M	$10.72M	$1.64M	18.11%
One Wealth Capital Management LLC One Wealth Capital Management LLC	36,049	$7.15M	$8.35M	$1.2M	16.77%
VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC	2,334	$445,866.18	$540,811.16	$94,944.98	21.29%
Elizabeth Arce Sovran Advisors LLC	89,194	$17.8M	$20.67M	$2.86M	16.08%
Westmount Partners LLC Westmount Partners LLC	11,704	$2.13M	$2.71M	$580,984.36	27.26%
EJK Edward J. King Graney & King LLC	193	$36,822.37	$45,507.47	$8,685.1	23.59%
RMB Robert M. Bonine Lifelong Wealth Advisors Inc.	41,936	$8.45M	$9.72M	$1.27M	15.01%
Nova Wealth Management Inc. Nova Wealth Management Inc.	15	$2,931.22	$3,475.65	$544.43	18.57%
FWM FLP Wealth Management LLC FLP Wealth Management LLC	2,962	$627,275.5	$686,325.05	$59,049.55	9.41%
Bradley Wilson Crews Bank & Trust	234	$49,409.25	$54,220.14	$4,810.89	9.74%
DDP Daniel Da Ponte Axis Wealth Partners LLC	10,313	$1.97M	$2.39M	$424,135.34	21.58%
KDS Kurt D. Schrader Carbahal Olsen Financial Services Group LLC	30,742	$5.87M	$7.32M	$1.45M	24.64%
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC	28,186	$5.45M	$6.53M	$1.08M	19.77%
TM Terry McHugh McHugh Group LLC	1,553	$297,470.68	$359,845.65	$62,374.97	20.97%
PBS P. Brian Saxton Saiph Capital LLC	80,907	$12.78M	$18.75M	$5.97M	46.7%
WealthTrak Capital Management LLC WealthTrak Capital Management LLC	13,222	$2.65M	$3.06M	$413,630.36	15.61%
May Barnhard Investments LLC May Barnhard Investments LLC	11,372	$1.98M	$2.64M	$653,973.51	33.01%
Archer Investment Management LLC Archer Investment Management LLC	55,706	$11.77M	$12.91M	$1.14M	9.67%
BPC Bearing Point Capital LLC Bearing Point Capital LLC	6,343	$1.28M	$1.5M	$223,232.35	17.5%

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