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

500,071 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 (%)
HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC	7,160	$1.4M	$1.66M	$263,871.81	18.91%
Leanne Menzel Smallwood Wealth Investment Management LLC	209	$39,831.22	$48,427.39	$8,596.17	21.58%
Jaimie Palmer Beacon Capital Management LLC	54,222	$12.08M	$12.56M	$485,138.95	4.02%
Adam Grossman Mayport LLC	4,121	$870,324.16	$971,690.55	$101,366.39	11.65%
Bryan Kupchik Capstone Wealth Management Group LLC	26,449	$5.77M	$6.13M	$354,087.91	6.13%
Brian Levy West Wealth Group LLC	249,298	$48.05M	$58.63M	$10.57M	22%
MFA Millington Financial Advisors LLC Millington Financial Advisors LLC	3,329	$585,885.48	$784,944.88	$199,059.4	33.98%
Candice Gilman Sofi Wealth LLC	1.04M	$200.83M	$244.85M	$44.02M	21.92%
Christopher M. Marks Sterling Investment Counsel LLC	9,740	$1.94M	$2.26M	$314,116.02	16.17%
Michael Topley Lansing Street Advisors	66,848	$12.86M	$15.49M	$2.62M	20.4%
Mark Fiskio Empirical Asset Management LLC	8,287	$1.53M	$1.95M	$424,751.21	27.78%
Timothy Gerlach Novem Group	1,329	$280,647.69	$307,942.6	$27,294.91	9.73%
Timothy Low Forte Asset Management LLC	28,622	$5.55M	$6.63M	$1.08M	19.44%
Daniel Ronan Catalyst Financial Partners LLC	3,658	$598,456.16	$847,595.22	$249,139.06	41.63%
Amanda Hawley Atria Wealth Solutions Inc.	131,284	$24.74M	$30.42M	$5.68M	22.96%
Stephen Kenney Gray Private Wealth LLC	16,285	$3.04M	$3.77M	$731,135.46	24.03%
Jeffrey Gilbert Balboa Wealth Partners	1,190	$229,989.9	$280,590.09	$50,600.19	22%
Edward Lowndes Angeles Wealth Management LLC	3,691	$805,097.37	$855,241.65	$50,144.28	6.23%
Angela Cox W Advisors LLC	26,920	$4.6M	$6.24M	$1.64M	35.56%
Kevin Zemann WealthPlan Investment Management LLC	104,898	$20.79M	$24.31M	$3.52M	16.91%

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