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iShares S&P Mid-Cap 400 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,020 | $768,399.21 | $891,351.3 | $122,952.09 | 16% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 38,724 | $3.98M | $5.77M | $1.8M | 45.2% |
 Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5 | $663 | $745.37 | $82.37 | 12.42% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,910 | $238,673.46 | $284,590 | $45,916.54 | 19.24% |
 Kevin Bresler TD Waterhouse Canada Inc. | 40 | $4,538.4 | $5,960.8 | $1,422.4 | 31.34% |
| AK Alisha Kamadia United Community Bank | 1,191 | $120,208.04 | $177,548.32 | $57,340.28 | 47.7% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 18,426 | $2.25M | $2.75M | $496,388.95 | 22.06% |
 David Vollmer PFS Partners, LLC | 1,533 | $173,279.96 | $228,531.97 | $55,252.01 | 31.89% |
 Angela Kelley HTLF Bank | 1,819 | $225,092.18 | $271,167.42 | $46,075.24 | 20.47% |
 David W. Lewis Lewis Asset Management, LLC | 2,750 | $339,845 | $409,956.25 | $70,111.25 | 20.63% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 3,230 | $370,303.27 | $481,512.25 | $111,208.98 | 30.03% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 27 | $3,578 | $4,023.54 | $445.54 | 12.45% |
 Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,090 | $144,425 | $162,431.8 | $18,006.8 | 12.47% |
 Steven JE Manders BKM Wealth Management, LLC | 41,745 | $4.78M | $6.22M | $1.44M | 30.23% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 6,162 | $702,714.38 | $918,261.24 | $215,546.86 | 30.67% |
 Dane Grouell Turning Point Benefit Group, Inc. | 5,346 | $700,619.86 | $796,660.92 | $96,041.06 | 13.71% |
 Andy Bloom MB Generational Wealth, LLC | 1,814 | $206,869 | $270,322.28 | $63,453.28 | 30.67% |
 Kent Keister Bear Mountain Capital, Inc. | 249 | $27,454.64 | $37,105.98 | $9,651.34 | 35.15% |
 Joshua Stipcich Tidemark, LLC | 462 | $52,686 | $68,759.46 | $16,073.46 | 30.51% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 47 | $6,097 | $6,995.01 | $898.01 | 14.73% |
