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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 | $4.66M | $167,208 | 3.72% |
 Julie Beswick Advantage Trust Co | 385 | $66,947.65 | $91,137.2 | $24,189.55 | 36.13% |
 Curtis Burkholder Bare Financial Services, Inc | 17,853 | $3.12M | $4.21M | $1.08M | 34.68% |
 Joshua Stipcich Tidemark, LLC | 4,548 | $937,643.93 | $1.07M | $132,955.22 | 14.18% |
 Emily Priebe Priebe Wealth Holdings LLC | 2,045 | $355,604.82 | $481,474.8 | $125,869.98 | 35.4% |
 Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,759 | $494,994.24 | $649,965.22 | $154,970.98 | 31.31% |
 Andrea Butler Sequent Planning LLC | 2,271 | $483,705.43 | $535,842.45 | $52,137.02 | 10.78% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,660 | $1.36M | $1.58M | $221,102.68 | 16.31% |
 Rob Dainard Hara Capital LLC | 1,835 | $319,088.33 | $433,041.65 | $113,953.32 | 35.71% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,379 | $281,155.51 | $324,568.35 | $43,412.84 | 15.44% |
 Dustin Schick Evergreen Private Wealth LLC | 3,070 | $551,452 | $722,493.8 | $171,041.8 | 31.02% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 11,611 | $2.2M | $2.72M | $518,732.39 | 23.59% |
 Linda J. Farinola OMNI 360 Wealth, Inc. | 9,627 | $1.91M | $2.28M | $370,664.11 | 19.4% |
 Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 8,146 | $1.63M | $1.93M | $294,378 | 18.05% |
 Matthew Stead Sachetta, LLC | 8,954 | $1.56M | $2.11M | $548,248.97 | 35.13% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 11,433 | $2.4M | $2.69M | $298,947.27 | 12.48% |
 Nicole Davis Northwest Financial Advisors | 2,138 | $410,058.84 | $503,156.92 | $93,098.08 | 22.7% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 284 | $64,486 | $66,927.44 | $2,441.44 | 3.79% |
 Chandler te Velde Maia Wealth LLC | 41,971 | $8.19M | $9.9M | $1.71M | 20.87% |
 Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,002 | $1.81M | $2.12M | $307,168.42 | 16.95% |
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