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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Lukas Lindgren Abound Wealth Management | 112 | $23,119.58 | $26,401.76 | $3,282.18 | 14.2% |
 Drew Phillips Fortitude Family Office LLC | 10,300 | $2.13M | $2.43M | $299,694.56 | 14.09% |
 Jill Grimes Centurion Wealth Management LLC | 24,081 | $4.77M | $5.68M | $916,895.6 | 19.24% |
 Alex Nunnamaker Schechter Investment Advisors LLC | 17,081 | $2.69M | $4.02M | $1.33M | 49.7% |
 Bert D. Barre Colonial Trust Co. / SC | 651 | $94,440.57 | $153,447.21 | $59,006.64 | 62.48% |
 Daniel Guy Ethos Financial Group LLC | 1,378 | $286,114 | $323,885.12 | $37,771.12 | 13.2% |
 Richard S. Levenson Western Financial Corp./CA | 1,064 | $210,181.35 | $251,102.4 | $40,921.05 | 19.47% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 30,312 | $6.02M | $7.14M | $1.12M | 18.61% |
 Victoria Latham Fiduciary Alliance LLC | 6,956 | $1.17M | $1.63M | $467,890.39 | 40.09% |
 Gary Dempsey Leslie Global Wealth LLC | 9,833 | $2.08M | $2.31M | $237,453.81 | 11.44% |
 Loni Adams Daymark Wealth Partners LLC | 33,894 | $6.21M | $7.98M | $1.76M | 28.35% |
 Jessica Thayer Unique Wealth LLC | 1,743 | $343,345.62 | $410,406.78 | $67,061.16 | 19.53% |
 Michael Snyder Beaumont Financial Advisors LLC | 1,494 | $217,820.12 | $352,076.04 | $134,255.92 | 61.64% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,034 | $263,529.92 | $481,895.28 | $218,365.36 | 82.86% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,459 | $306,580.06 | $344,207.28 | $37,627.22 | 12.27% |
 Patrick D. Hayes Canopy Partners LLC | 5,296 | $920,921 | $1.25M | $328,511.32 | 35.67% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 887 | $202,376 | $208,719.97 | $6,343.97 | 3.13% |
 Marc White Clarendon Private LLC | 2,114 | $406,574.89 | $498,185.24 | $91,610.35 | 22.53% |
| BG Becki Goebel TCP Asset Management LLC | 1,934 | $383,255.69 | $457,371.66 | $74,115.97 | 19.34% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,660 | $351,907.43 | $390,598 | $38,690.57 | 10.99% |
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