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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Mariana Coli Dunhill Financial LLC | 799 | $154,338.95 | $188,396.2 | $34,057.25 | 22.07% |
 Daphne Jo Stasco Lantern Wealth Advisors LLC | 1,448 | $307,278.81 | $335,516.09 | $28,237.28 | 9.19% |
 Lukas Lindgren Abound Wealth Management | 112 | $23,119.58 | $25,951.52 | $2,831.94 | 12.25% |
 Drew Phillips Fortitude Family Office LLC | 10,300 | $2.13M | $2.39M | $259,009.66 | 12.17% |
 Jill Grimes Centurion Wealth Management LLC | 26,854 | $5.28M | $6.22M | $939,080.2 | 17.77% |
 Alex Nunnamaker Schechter Investment Advisors LLC | 17,081 | $2.69M | $3.96M | $1.27M | 47.37% |
 Bert D. Barre Colonial Trust Co. / SC | 651 | $94,440.57 | $153,850.83 | $59,410.26 | 62.91% |
 Daniel Guy Ethos Financial Group LLC | 1,378 | $286,114 | $319,296.39 | $33,182.39 | 11.6% |
 Richard S. Levenson Western Financial Corp./CA | 1,148 | $226,190.08 | $266,003.09 | $39,813.01 | 17.6% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 28,564 | $5.62M | $6.62M | $994,877.57 | 17.69% |
 Victoria Latham Fiduciary Alliance LLC | 6,944 | $1.16M | $1.61M | $444,685.76 | 38.19% |
 Gary Dempsey Leslie Global Wealth LLC | 9,833 | $2.08M | $2.28M | $202,055.11 | 9.73% |
 Loni Adams Daymark Wealth Partners LLC | 33,894 | $6.21M | $7.85M | $1.64M | 26.39% |
 Jessica Thayer Unique Wealth LLC | 1,792 | $353,006.94 | $415,224.34 | $62,217.4 | 17.62% |
 Michael Snyder Beaumont Financial Advisors LLC | 1,494 | $217,820.12 | $346,174.75 | $128,354.63 | 58.93% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,034 | $263,529.92 | $471,298.16 | $207,768.24 | 78.84% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,459 | $306,580.06 | $338,064.9 | $31,484.84 | 10.27% |
 Patrick D. Hayes Canopy Partners LLC | 5,296 | $920,921 | $1.23M | $306,215.21 | 33.25% |
 Marc White Clarendon Private LLC | 2,114 | $406,574.89 | $489,834.96 | $83,260.07 | 20.48% |
| BG Becki Goebel TCP Asset Management LLC | 1,934 | $383,255.69 | $448,127.16 | $64,871.47 | 16.93% |
