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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Nemes Rush Group LLC Nemes Rush Group LLC | 267 | $52,823.31 | $63,570.03 | $10,746.72 | 20.34% |
 Scott Kapusta First County Bank /CT/ | 1,643 | $304,265.83 | $380,699.55 | $76,433.72 | 25.12% |
 Megan J. Lottier Rockwood Wealth Management, LLC | 1,135 | $223,527.61 | $262,990.86 | $39,463.25 | 17.65% |
 Shawn Scholz Impact Partnership Wealth, LLC | 1,803 | $381,547.27 | $417,773.15 | $36,225.88 | 9.49% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 212 | $34,173 | $49,122.52 | $14,949.52 | 43.75% |
 Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 890 | $202,083 | $206,221.91 | $4,138.91 | 2.05% |
 Kure Advisory LLC Kure Advisory, LLC | 1,902 | $431,868 | $440,712.44 | $8,844.44 | 2.05% |
 Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,753 | $289,993.52 | $406,187.65 | $116,194.13 | 40.07% |
 Alyssa Lorenz Corundum Trust Company, INC | 1,130 | $238,599 | $261,832.31 | $23,233.31 | 9.74% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,982 | $770,811.32 | $922,669.26 | $151,857.94 | 19.7% |
 Bradley H. Owens LJI Wealth Management, LLC | 2,413 | $438,893.23 | $559,116.25 | $120,223.02 | 27.39% |
 Alisha Arvold Christopher J. Hasenberg, Inc | 674 | $131,793.95 | $156,172.55 | $24,378.6 | 18.5% |
 Thomas Dobbins New Republic Capital, LLC | 2,907 | $585,155.35 | $689,860.17 | $104,704.82 | 17.89% |
 Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 5,792 | $1.01M | $1.34M | $334,893.63 | 33.25% |
 Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 2,048 | $400,252.06 | $474,542.1 | $74,290.04 | 18.56% |
 John Hayes LongView Wealth Management | 3,711 | $748,624.2 | $859,875.85 | $111,251.65 | 14.86% |
 Norden Group LLC NORDEN GROUP LLC | 3,435 | $655,844.04 | $795,923.88 | $140,079.84 | 21.36% |
 John M Roach Waterway Wealth Management, LLC | 119,174 | $24.64M | $27.61M | $2.98M | 12.08% |
 Christopher C. Powers Farther Finance Advisors, LLC | 145,908 | $29.57M | $33.81M | $4.24M | 14.33% |
 Anthony Moeller MN Wealth Advisors, LLC | 5,608 | $1.12M | $1.3M | $180,353.68 | 16.12% |
