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iShares Core S&P Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Michael Koch Counterweight Ventures, LLC | 60,819 | $6.73M | $8.31M | $1.58M | 23.48% |
 Sean Rooney Prospect Financial Services LLC | 7,400 | $829,867.74 | $1.02M | $185,560.26 | 22.36% |
 Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 5,300 | $577,377.46 | $728,511.5 | $151,134.04 | 26.18% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 6,640 | $765,563.71 | $901,180.8 | $135,617.09 | 17.71% |
 John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 3,080 | $393,063.04 | $420,989.8 | $27,926.76 | 7.1% |
 Stacy Creekmur Creekmur Asset Management LLC | 2,519 | $307,016.23 | $341,828.3 | $34,812.07 | 11.34% |
| CI CacheTech Inc. CacheTech Inc. | 5,711 | $626,030.41 | $784,976.95 | $158,946.54 | 25.39% |
 Darin Pilacinski True Vision MN LLC | 3,493 | $426,826.32 | $477,562.96 | $50,736.64 | 11.89% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 36,853 | $4.06M | $5.09M | $1.03M | 25.35% |
 Scott W. Simons Ridgeline Wealth Planning, LLC | 5,414 | $616,560.83 | $738,144.76 | $121,583.93 | 19.72% |
 Erik Roemer GERBER, LLC | 2,593 | $286,578.55 | $354,514.96 | $67,936.41 | 23.71% |
 Philip Smith SWP FINANCIAL LLC | 16,957 | $1.84M | $2.32M | $472,049.47 | 25.59% |
 Nicholas Jeffries M3 Advisory Group, LLC | 2,532 | $275,096.41 | $348,479.16 | $73,382.75 | 26.68% |
 Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 54,087 | $5.89M | $7.39M | $1.5M | 25.43% |
 Joseph C. Capezza, Jr Cove Private Wealth, LLC | 4,532 | $507,482.84 | $622,379.56 | $114,896.72 | 22.64% |
 Jessica Vickery BlueChip Wealth Advisors LLC | 9,536 | $1.04M | $1.31M | $275,256.08 | 26.59% |
 Michael Bailey MGB Wealth Management, LLC | 1,541 | $167,080.75 | $210,176.99 | $43,096.24 | 25.79% |
 Jeffrey Liguori NAPATREE CAPITAL LLC | 18,284 | $2.03M | $2.51M | $477,038.41 | 23.45% |
 Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,812 | $221,448.11 | $248,506.74 | $27,058.63 | 12.22% |
 Douglas E. Morisoli Fairman Group, LLC | 1,917 | $220,454.08 | $261,306.27 | $40,852.19 | 18.53% |
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