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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 | $653,165.66 | $79,425.31 | 13.84% |
 Benj Foor Frazier Financial Advisors, LLC | 111 | $21,160.16 | $26,133.84 | $4,973.68 | 23.5% |
 Angela Kelley HTLF Bank | 1,728 | $314,513 | $408,672 | $94,159 | 29.94% |
 Scott L. Comeau BCU Wealth Advisors, LLC | 15,228 | $3.07M | $3.59M | $516,407.22 | 16.83% |
 Amir Har-El Savvy Advisors, Inc. | 16,039 | $3.34M | $3.78M | $432,531.01 | 12.94% |
 Ann Keitner Quantum Portfolio Management LLC | 3,645 | $753,527.72 | $856,720.8 | $103,193.08 | 13.69% |
 United Advisor Group LLC United Advisor Group, LLC | 1,960 | $402,391.12 | $460,678.4 | $58,287.28 | 14.49% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 22,845 | $4.04M | $5.38M | $1.35M | 33.33% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 30,955 | $6.45M | $7.3M | $845,325.14 | 13.1% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 46 | $9,713 | $10,835.3 | $1,122.3 | 11.55% |
 Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 634 | $110,836 | $149,589.13 | $38,753.13 | 34.96% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 49,433 | $10.24M | $11.69M | $1.45M | 14.18% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 3,378 | $608,370.4 | $800,754.9 | $192,384.5 | 31.62% |
 Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,151 | $1.61M | $1.92M | $310,788.05 | 19.3% |
 Steven JE Manders BKM Wealth Management, LLC | 61,664 | $10.82M | $14.6M | $3.77M | 34.86% |
 Andrew Schiff TRITONPOINT WEALTH, LLC | 1,080 | $213,186.21 | $254,836.8 | $41,650.59 | 19.54% |
 Brad Sayre Shared Vision Wealth Group LLC | 27,711 | $5.54M | $6.53M | $995,385.53 | 17.98% |
 Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 2,689 | $467,590 | $633,071.27 | $165,481.27 | 35.39% |
 Mark Fonville Fonville Wealth Management LLC | 6,600 | $1.16M | $1.56M | $400,652.88 | 34.48% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,195 | $271,437 | $282,910.27 | $11,473.27 | 4.23% |
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