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 (%)
Jeremy Baltz Raleigh Capital Management Inc.	9,216	$1.84M	$2.17M	$330,221.35	17.99%
Allison Tronnes Forum Financial Management LP	7,479	$1.2M	$1.76M	$558,535.06	46.45%
Paul Elam Oak Harbor Wealth Partners LLC	271	$42,439.45	$64,107.76	$21,668.31	51.06%
LWL Leo Wealth LLC Leo Wealth LLC	22,355	$4.68M	$5.26M	$586,217.29	12.53%
William Jollie Quent Capital LLC	2,365	$377,313.19	$557,335.9	$180,022.71	47.71%
RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC	6,067	$1.2M	$1.43M	$229,252.88	19.06%
Marc H. Stone Tyler-Stone Wealth Management	3,867	$691,164.25	$912,031.95	$220,867.7	31.96%
Dalila Toledo Ascent Group LLC	342,445	$67.91M	$80.58M	$12.66M	18.65%
EM Erin Mccann Simplicity Wealth LLC	41,182	$8.33M	$9.7M	$1.37M	16.45%
YH Yanjuan Huang Vienna Asset Management LLC	7,004	$1.59M	$1.65M	$59,358.91	3.73%
Patrick O'Connell Security Financial Services Inc.	111,545	$22.15M	$26.4M	$4.26M	19.22%
Jason DeBerry BancFirst Trust & Investment Management	1,456	$302,683.94	$342,902.56	$40,218.62	13.29%
Christopher Schurmann Summit Investment Advisory Services LLC	15,024	$3.1M	$3.54M	$432,852.95	13.95%
Michael Byun SageView Advisory Group LLC	4,407	$824,776.39	$1.04M	$212,190.71	25.73%
Nichole Raftopoulos Nvest Financial LLC	52,578	$9.26M	$12.45M	$3.19M	34.4%
Edward Mahaffy III Clientfirst Wealth Management LLC	4,066	$636,857.58	$957,299.04	$320,441.46	50.32%
David T. Morgan High Net Worth Advisory Group LLC	2,500	$358,321	$590,025	$231,704	64.66%
Samuel Miller Kraft, Davis & Associates LLC	906	$191,301.9	$214,490.97	$23,189.07	12.12%
HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC	6,379	$1.25M	$1.5M	$252,726.09	20.23%
Leanne Menzel Smallwood Wealth Investment Management LLC	209	$39,831.22	$49,133.81	$9,302.59	23.36%

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