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iShares S&P Mid-Cap 400 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Molly Wheeler Burk Holdings LLC | 80 | $10,600 | $11,864.8 | $1,264.8 | 11.93% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 918 | $114,713 | $134,744.04 | $20,031.04 | 17.46% |
| CTC Caldwell Trust Co Caldwell Trust Co | 13,889 | $1.19M | $2.06M | $868,686.46 | 72.91% |
 Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 516 | $52,080 | $76,527.96 | $24,447.96 | 46.94% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 98 | $12,896 | $14,534.38 | $1,638.38 | 12.7% |
 Bonnie Courtney Cambridge Financial Group LLC | 5,570 | $639,889.77 | $823,301.7 | $183,411.93 | 28.66% |
| BML Berman McAleer LLC Berman McAleer LLC | 11,769 | $1.53M | $1.73M | $205,251.61 | 13.44% |
 Darrell T. Roberts American Wealth Advisors LLC | 4,574 | $593,442.71 | $678,369.94 | $84,927.23 | 14.31% |
