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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Menachem Striks Morton Capital Management LLC/CA | 2,759 | $573,740.35 | $639,287.92 | $65,547.57 | 11.42% |
 Benj Foor Frazier Financial Advisors, LLC | 111 | $21,160.16 | $26,172.69 | $5,012.53 | 23.69% |
 Angela Kelley HTLF Bank | 1,728 | $314,513 | $400,394.9 | $85,881.9 | 27.31% |
 Scott L. Comeau BCU Wealth Advisors, LLC | 15,379 | $3.1M | $3.56M | $466,082.15 | 15.05% |
 Amir Har-El Savvy Advisors, Inc. | 12,383 | $2.51M | $2.87M | $355,799.06 | 14.16% |
 Ann Keitner Quantum Portfolio Management LLC | 3,645 | $753,527.72 | $867,838.04 | $114,310.32 | 15.17% |
 United Advisor Group LLC United Advisor Group, LLC | 1,960 | $402,391.12 | $454,151.62 | $51,760.5 | 12.86% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 23,740 | $4.19M | $5.5M | $1.31M | 31.17% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 30,955 | $6.45M | $7.3M | $845,324.83 | 13.1% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 46 | $9,713 | $10,658.66 | $945.66 | 9.74% |
 Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 634 | $110,836 | $146,904.15 | $36,068.15 | 32.54% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 49,433 | $10.24M | $11.7M | $1.46M | 14.23% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 3,378 | $608,370.4 | $782,716.41 | $174,346.01 | 28.66% |
 Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,973 | $1.57M | $1.85M | $277,981.13 | 17.71% |
 Steven JE Manders BKM Wealth Management, LLC | 61,664 | $10.82M | $14.29M | $3.46M | 31.99% |
 Andrew Schiff TRITONPOINT WEALTH, LLC | 1,080 | $213,186.21 | $255,236.4 | $42,050.19 | 19.72% |
 Brad Sayre Shared Vision Wealth Group LLC | 27,711 | $5.54M | $6.42M | $885,373.14 | 15.99% |
 Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 2,689 | $467,590 | $623,068.22 | $155,478.22 | 33.25% |
 Mark Fonville Fonville Wealth Management LLC | 6,600 | $1.16M | $1.53M | $367,224.02 | 31.6% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,195 | $271,437 | $276,893.46 | $5,456.46 | 2.01% |
