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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 James Eric Maxwell Maxwell Wealth Strategies Inc. | 18,974 | $3.46M | $4.4M | $937,519.14 | 27.1% |
 Schoolcraft Capital LLC Schoolcraft Capital LLC | 894 | $202,992 | $211,279.02 | $8,287.02 | 4.08% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,535 | $722,930.03 | $819,094.89 | $96,164.86 | 13.3% |
 Erin Colleen Ross Birnam Oak Advisors, LP | 5,000 | $954,400 | $1.19M | $236,049.98 | 24.73% |
 Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 657 | $139,341.94 | $154,914.02 | $15,572.08 | 11.18% |
 Jae Cho Marex Group plc | 1,898 | $407,224.54 | $451,894.81 | $44,670.27 | 10.97% |
 NICOLE MARTIN Arlington Trust Co LLC | 49,297 | $8.57M | $11.42M | $2.85M | 33.21% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.73M | $345.04M | $400.5M | $55.45M | 16.07% |
 Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 4,718 | $853,043.16 | $1.09M | $240,164.67 | 28.15% |
 Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,034 | $379,972.07 | $479,596.84 | $99,624.77 | 26.22% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 31,247 | $5.46M | $7.24M | $1.78M | 32.64% |
| KS Kristi Shields ROGCO, LP | 18,926 | $2.92M | $4.39M | $1.47M | 50.18% |
 Kevin Bresler TD Waterhouse Canada Inc. | 142,664 | $24.46M | $33.06M | $8.6M | 35.14% |
| AK Alisha Kamadia United Community Bank | 1,652 | $272,051.34 | $390,863.2 | $118,811.86 | 43.67% |
 Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 21,242 | $4.09M | $4.92M | $831,030.81 | 20.31% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 119,031 | $24.02M | $27.58M | $3.56M | 14.83% |
 Charles Corkery PUREfi Wealth, LLC | 2,456 | $494,950.12 | $569,079.78 | $74,129.66 | 14.98% |
 James Rankin Modern Wealth Management, LLC | 280,304 | $55.76M | $66.74M | $10.98M | 19.69% |
 Joseph C. Gissy Tactive Advisors, LLC | 4,602 | $900,541.05 | $1.07M | $165,788.42 | 18.41% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 76,299 | $15.04M | $17.68M | $2.64M | 17.53% |
