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 (%)
Will Kelleher Lee-Kelleher Wealth Management	3,754	$718,732.05	$869,839.38	$151,107.33	21.02%
RAL Ransom Advisory Ltd. Ransom Advisory Ltd.	144	$30,538	$33,366.24	$2,828.24	9.26%
MAF MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc.	6,931	$1.32M	$1.61M	$285,071.33	21.58%
John R. Hanahan Yukon Wealth Management Inc.	12,336	$2.45M	$2.94M	$491,124.63	20.08%
BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc.	23,460	$4.64M	$5.44M	$798,715.12	17.22%
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC	8,109	$1.55M	$1.88M	$331,090.67	21.39%
RM Rich Mowrer Brookwood Investment Group LLC	13,634	$2.71M	$3.16M	$449,276.74	16.58%
Cole Dimond Caliber Wealth Management LLC / KS	27,975	$5.37M	$6.48M	$1.11M	20.67%
Patricia Frisch ANB Bank	1,011	$192,979.3	$239,202.6	$46,223.3	23.95%
Allium Financial Advisors LLC Allium Financial Advisors LLC	1,709	$325,700.99	$404,349.4	$78,648.41	24.15%
Forefront Wealth Partners LLC Forefront Wealth Partners LLC	12,401	$2.47M	$2.96M	$489,895.36	19.86%
David Dirks Plum Street Advisors LLC	8,187	$1.43M	$1.94M	$507,209.64	35.47%
Justin Boggs Optima Capital LLC	888	$201,629	$205,758.49	$4,129.49	2.05%
Harbor Asset Planning Inc. Harbor Asset Planning Inc.	156	$30,559.9	$36,146.76	$5,586.86	18.28%
Jon Lewis Midwest Trust Co	16,112	$3.16M	$3.79M	$627,735.47	19.86%
RLV Ronald L. Valpey Valpey Financial Services LLC	2,989	$633,877.23	$706,390.37	$72,513.14	11.44%
Heydon Traub Traub Capital Management LLC	7,520	$1.47M	$1.74M	$272,904.53	18.57%
Molly Wheeler Burk Holdings LLC	269	$56,799	$63,645.4	$6,846.4	12.05%
CTC Caldwell Trust Co Caldwell Trust Co	700	$124,692.78	$162,197.01	$37,504.23	30.08%
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC	4,727	$727,201.88	$1.1M	$368,091.34	50.62%

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