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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TL Tradewinds LLC Tradewinds LLC | 875 | $171,000.94 | $206,937.5 | $35,936.56 | 21.02% |
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,303 | $203,639.93 | $306,973.77 | $103,333.84 | 50.74% |
 Rosemarie Ranzie Stage Harbor Financial LLC | 2,276 | $451,649.54 | $536,020.76 | $84,371.22 | 18.68% |
 Abraham Martinez Amara Financial LLC | 7,531 | $1.53M | $1.77M | $244,819.23 | 16.02% |
 Lori Fernicola Castle Wealth Management LLC | 9,310 | $1.28M | $2.21M | $925,725.97 | 72.25% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,413 | $313,077.9 | $567,947.81 | $254,869.91 | 81.41% |
 William Cantus Pacific Sage Partners LLC | 1,472 | $287,658.34 | $346,891.52 | $59,233.18 | 20.59% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,500 | $2.44M | $2.71M | $271,005.18 | 11.12% |
 CJ Harrison DecisionPoint Financial LLC | 584 | $120,930.79 | $137,625.44 | $16,694.65 | 13.81% |
| JG John Ginter Callan Family Office LLC | 112,821 | $19.24M | $26.56M | $7.32M | 38.06% |
 Rodrigo Diaz Plan Group Financial LLC | 3,417 | $693,152.27 | $806,155.72 | $113,003.45 | 16.3% |
| DCM Douglas C. McCoy Montchanin Asset Management LLC | 1,480 | $312,502 | $348,540 | $36,038 | 11.53% |
 Amna Ali Khan GDS Wealth Management | 3,113 | $549,463.05 | $736,193.37 | $186,730.32 | 33.98% |
 Mark Mowrey Signature Resources Capital Management LLC | 47 | $9,912.55 | $11,066.62 | $1,154.07 | 11.64% |
 Daniel McEnroe Azimuth Capital Investment Management LLC | 6,257 | $996,790.1 | $1.48M | $479,517.76 | 48.11% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 4,594 | $624,367.83 | $1.08M | $458,943.31 | 73.51% |
 Rachel Faulk Cape Investment Advisory Inc. | 5,046 | $1.06M | $1.19M | $133,660.56 | 12.66% |
| FIL FWG Investments LLC FWG Investments LLC | 7,793 | $1.61M | $1.84M | $225,771.06 | 14.02% |
 Mariana Coli Dunhill Financial LLC | 799 | $154,338.95 | $188,292.34 | $33,953.39 | 22% |
 Daphne Jo Stasco Lantern Wealth Advisors LLC | 1,448 | $307,278.81 | $342,987.76 | $35,708.95 | 11.62% |
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