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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Michel Del Buono a16z Perennial Management, L.P. | 19,804 | $4.5M | $4.59M | $92,151.04 | 2.05% |
 Julie Beswick Advantage Trust Co | 385 | $66,947.65 | $89,208.35 | $22,260.7 | 33.25% |
 Curtis Burkholder Bare Financial Services, Inc | 17,853 | $3.12M | $4.14M | $1.01M | 32.43% |
 Joshua Stipcich Tidemark, LLC | 4,548 | $937,643.93 | $1.07M | $134,728.94 | 14.37% |
 Emily Priebe Priebe Wealth Holdings LLC | 2,045 | $355,604.82 | $473,846.97 | $118,242.15 | 33.25% |
 Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,759 | $494,994.24 | $639,287.92 | $144,293.68 | 29.15% |
 Andrea Butler Sequent Planning LLC | 2,271 | $483,705.43 | $540,702.38 | $56,996.95 | 11.78% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,660 | $1.36M | $1.54M | $187,736.15 | 13.85% |
 Rob Dainard Hara Capital LLC | 1,835 | $319,088.33 | $433,665.55 | $114,577.22 | 35.91% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,379 | $281,155.51 | $319,528.1 | $38,372.59 | 13.65% |
 Dustin Schick Evergreen Private Wealth LLC | 3,070 | $551,452 | $711,349.73 | $159,897.73 | 29% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 11,611 | $2.2M | $2.75M | $548,224.35 | 24.93% |
 Linda J. Farinola OMNI 360 Wealth, Inc. | 9,716 | $1.93M | $2.25M | $323,637.23 | 16.79% |
 Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 8,202 | $1.64M | $1.9M | $258,474.04 | 15.74% |
 Matthew Stead Sachetta, LLC | 8,954 | $1.56M | $2.07M | $514,223.86 | 32.95% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 11,433 | $2.4M | $2.65M | $254,015.69 | 10.61% |
 Nicole Davis Northwest Financial Advisors | 2,138 | $410,058.84 | $495,396 | $85,337.16 | 20.81% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 284 | $64,486 | $67,617.56 | $3,131.56 | 4.86% |
 Chandler te Velde Maia Wealth LLC | 41,971 | $8.19M | $9.73M | $1.54M | 18.78% |
 Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 11,086 | $2.22M | $2.57M | $345,577.3 | 15.54% |
