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 (%)
George Hall II One8Zero8 LLC	175	$39,736	$41,263.25	$1,527.25	3.84%
KC Kim Cochenour FORM Wealth Advisors LLC	14,848	$2.83M	$3.44M	$606,652.84	21.41%
IAL IFC Advisors LLC IFC Advisors LLC	958	$182,862.77	$225,292.86	$42,430.09	23.2%
FLP Financial Life Planners Financial Life Planners	557	$117,590.07	$129,062.48	$11,472.41	9.76%
PPL Postrock Partners LLC Postrock Partners LLC	2,765	$527,603.07	$640,678.18	$113,075.11	21.43%
CM Chelsea Michels Michels Family Financial LLC	5,242	$1M	$1.25M	$247,472.77	24.73%
MC Michael Chadwick Fiscal Wisdom Wealth Management LLC	3,149	$662,353.25	$729,654.82	$67,301.57	10.16%
Samira Kadam Synergy Investment Management LLC	1,307	$278,283.99	$311,183.62	$32,899.63	11.82%
SIM Sims Investment Management LLC Sims Investment Management LLC	36	$8,174	$8,341.56	$167.56	2.05%
ADG Wealth Management Group LLC ADG Wealth Management Group LLC	94,015	$18.74M	$21.78M	$3.04M	16.25%
PAM Pacific Asset Management LLC Pacific Asset Management LLC	964	$204,454.16	$223,368.45	$18,914.29	9.25%
SLB Susan L. Bloom Kentucky Trust Co	150	$28,632	$34,756.5	$6,124.5	21.39%
JS Joseph Shenton Permanent Capital Management LP	1,666	$346,553.33	$394,175.6	$47,622.27	13.74%
Heather LeVar Roxbury Financial LLC	262	$51,227	$60,708.02	$9,481.02	18.51%
PIF Partners in Financial Planning Partners in Financial Planning	1,363	$224,351.15	$321,381.76	$97,030.61	43.25%
CJC Christopher J. Ciehanski Centricity Wealth Management LLC	176	$33,595	$40,780.96	$7,185.96	21.39%
CL Chris Lein Partners Wealth Management LLC	12,682	$2.45M	$2.94M	$484,623.89	19.75%
Promus Capital LLC Promus Capital LLC	2,404	$496,450	$557,030.86	$60,580.86	12.2%
BDA Ben D. Allison Jr. Pillar Financial Advisors LLC	450	$85,896	$104,269.5	$18,373.5	21.39%
EG Ethan Gilbert Rialto Wealth Management LLC	7,865	$1.5M	$1.86M	$357,479.71	23.81%

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