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iShares Morningstar Small-Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 51,648 | $4.05M | $3.87M | -$172,969.44 | -4.28% |
 Vaughan & Co. Securities Inc. Vaughan & Co. Securities Inc. | 290,935 | $15.29M | $22.1M | $6.81M | 44.51% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,450 | $270,301 | $333,616.5 | $63,315.5 | 23.42% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 3,154 | $155,347.43 | $240,114.02 | $84,766.59 | 54.57% |
| SS Scott Solod Kelly Financial Group LLC | 8,573 | $520,574.95 | $652,919.68 | $132,344.73 | 25.42% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 6,129 | $380,395.92 | $466,600.77 | $86,204.85 | 22.66% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 81,513 | $3.27M | $6.22M | $2.95M | 90.07% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,856 | $533,107.12 | $599,805.6 | $66,698.48 | 12.51% |
 Ryan P. Sawyer Viewpoint Capital Management LLC | 34,744 | $2.07M | $2.65M | $586,726.98 | 28.4% |
 Sean Reitenbach Prosperity Consulting Group LLC | 33,407 | $2.04M | $2.54M | $498,834.91 | 24.4% |
 Samantha Pierangeli City State Bank | 2,196 | $114,323.76 | $167,181.48 | $52,857.72 | 46.24% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,775 | $217,338 | $211,344 | -$5,994 | -2.76% |
 Michael Topley Lansing Street Advisors | 4,884 | $292,871.06 | $375,677.28 | $82,806.22 | 28.27% |
 Rachel Faulk Cape Investment Advisory Inc. | 101 | $7,906.46 | $7,711.35 | -$195.11 | -2.47% |
 Drew Phillips Fortitude Family Office LLC | 61 | $4,178.5 | $4,657.35 | $478.85 | 11.46% |
 Bree Pate Olisti Co. Wealth LLC | 75 | $5,138 | $5,709.75 | $571.75 | 11.13% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 55,971 | $2.94M | $4.26M | $1.32M | 45.06% |
 John Canning Mi LLCreek Capital Advisors LLC | 9,399 | $489,315.53 | $715,451.88 | $226,136.35 | 46.21% |
 Dana Anspach Sensible Money LLC | 5,757 | $344,207.36 | $438,453.12 | $94,245.76 | 27.38% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 13,625 | $1.07M | $1.05M | -$19,466.75 | -1.82% |
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