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 (%)
Topsail Wealth Management LLC Topsail Wealth Management LLC	604	$115,110	$142,906.4	$27,796.4	24.15%
JH Julie Hazzard 10Elms LLP	74	$16,879	$17,618.66	$739.66	4.38%
HM Howard Morin Helium Advisors LLC	3,410	$651,158.7	$805,885.3	$154,726.6	23.76%
FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC	290	$58,576.41	$67,195.9	$8,619.49	14.71%
MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC	13,172	$2.8M	$3.12M	$320,029.03	11.44%
AWM Apex Wealth Management LLC Apex Wealth Management LLC	6,902	$1.32M	$1.63M	$313,610.62	23.8%
Pinney & Scofield Inc. Pinney & Scofield Inc.	87	$16,606.84	$20,513.73	$3,906.89	23.53%
Putney Financial Group LLC Putney Financial Group LLC	1,236	$254,245.38	$286,393.57	$32,148.19	12.64%
Pacific Point Advisors LLC Pacific Point Advisors LLC	3,964	$775,953	$918,498.48	$142,545.48	18.37%
Ruth Thortvedt Lighthouse Financial LLC	19,160	$3.66M	$4.56M	$904,505.43	24.73%
Ameriflex Group Inc. Ameriflex Group Inc.	428	$86,895.89	$101,902.52	$15,006.63	17.27%
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC	20,372	$4.28M	$4.72M	$439,883.25	10.28%
BDP Barnes Dennig Private Wealth Management LLC Barnes Dennig Private Wealth Management LLC	6,126	$1.24M	$1.42M	$181,563.81	14.67%
CWM Copia Wealth Management Copia Wealth Management	1,318	$251,579.97	$311,891.52	$60,311.55	23.97%
KGL Kilter Group LLC Kilter Group LLC	36,511	$7.4M	$8.63M	$1.23M	16.67%
Tim Thomas Members Wealth LLC	3,004	$566,112.28	$696,056.87	$129,944.59	22.95%
ECC Elizabeth C. Carr CLG LLC	10,173	$1.94M	$2.36M	$413,753.62	21.29%
Thoma Capital Management LLC Thoma Capital Management LLC	132,595	$26.51M	$30.72M	$4.21M	15.89%
CAM Clark Asset Management LLC Clark Asset Management LLC	1,380	$266,815.56	$319,759.81	$52,944.25	19.84%
Milestone Asset Management Group LLC Milestone Asset Management Group LLC	5,101	$990,280.58	$1.18M	$191,672.18	19.36%

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