ISHARES S&P 500 VALUE ETF (IVE)

Market Closed

16 Oct, 08:00 PM

ARCA

235. 46

-0.2

-0.0849%

49.82B Market Cap

3.39% Div Yield

1.23M Volume

$ 235.66

Previous Close

Investors:

TJD

+606

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Day Range

234.77 237.23

Year Range

203.15 239.93

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ISHARES S&P 500 VALUE ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
Milestone Asset Management Group LLC Milestone Asset Management Group LLC	5,101	$990,280.58	$1.21M	$218,248.34	22.04%
Will Kelleher Lee-Kelleher Wealth Management	3,754	$718,732.05	$883,841.76	$165,109.71	22.97%
RAL Ransom Advisory Ltd. Ransom Advisory Ltd.	144	$30,538	$33,939.36	$3,401.36	11.14%
MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc.	6,861	$1.31M	$1.62M	$309,498.95	23.67%
John R. Hanahan Yukon Wealth Management Inc.	12,336	$2.45M	$2.92M	$476,691.56	19.49%
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc.	23,460	$4.64M	$5.55M	$916,249.49	19.76%
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC	8,109	$1.55M	$1.91M	$363,121.14	23.46%
Rich Mowrer Brookwood Investment Group LLC	13,634	$2.71M	$3.21M	$495,359.52	18.28%
Cole Dimond Caliber Wealth Management LLC / KS	27,975	$5.37M	$6.6M	$1.23M	22.86%
Patricia Frisch ANB Bank	1,001	$191,070.5	$235,895.66	$44,825.16	23.46%
Allium Financial Advisors LLC Allium Financial Advisors LLC	1,709	$325,700.99	$402,324.23	$76,623.24	23.53%
Forefront Wealth Partners LLC Forefront Wealth Partners LLC	12,401	$2.47M	$2.94M	$469,185.69	19.02%
David Dirks Plum Street Advisors LLC	8,187	$1.43M	$1.93M	$500,086.95	34.98%
Craig McFadzean Turn8 Private Wealth Inc.	5,000	$1.16M	$1.18M	$18,650	1.61%
Justin Boggs Optima Capital LLC	888	$201,629	$210,145.2	$8,516.2	4.22%
Harbor Asset Planning Inc. Harbor Asset Planning Inc.	156	$30,559.9	$36,750.48	$6,190.58	20.26%
Jon Lewis Midwest Trust Co	16,112	$3.16M	$3.79M	$630,957.87	19.96%
Ronald L. Valpey Valpey Financial Services LLC	2,989	$633,877.23	$704,178.51	$70,301.28	11.09%
Heydon Traub Traub Capital Management LLC	7,520	$1.47M	$1.78M	$312,083.65	21.24%
Molly Wheeler Burk Holdings LLC	269	$56,799	$63,317.22	$6,518.22	11.48%

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