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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Austin Private Wealth Austin Private Wealth LLC | 329,691 | $64.44M | $76.39M | $11.95M | 18.54% |
 SkyOak Wealth SkyOak Wealth LLC | 2,450 | $445,950.21 | $567,689.52 | $121,739.31 | 27.3% |
 Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 9,687 | $1.93M | $2.24M | $310,011.39 | 16.02% |
 PAX Financial Group PAX Financial Group LLC | 118,225 | $23.78M | $27.8M | $4.03M | 16.93% |
 Keebeck Wealth Management Keebeck Wealth Management LLC | 41,213 | $8.07M | $9.74M | $1.67M | 20.63% |
| RR rosemary richard WCG Wealth Advisors LLC | 45,065 | $9.14M | $10.73M | $1.59M | 17.41% |
| YA Yinka Akinsola Blue Trust Inc. | 97,730 | $18.96M | $22.65M | $3.69M | 19.46% |
 Jeff Ameen Spire Wealth Management | 119,497 | $18.92M | $27.69M | $8.77M | 46.37% |
 Drew Waldron Canvas Wealth Advisors LLC | 1,130 | $218,232.37 | $261,832.31 | $43,599.94 | 19.98% |
 Michelle Dubey Yousif Capital Management LLC | 1,101 | $233,489.07 | $255,112.72 | $21,623.65 | 9.26% |
 Eric Becker Guardian Wealth Advisors LLC | 20,607 | $3.32M | $4.85M | $1.53M | 46.06% |
| AL Acas LLC Acas LLC | 21,554 | $3.33M | $4.99M | $1.66M | 49.85% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 1,580 | $225,399.2 | $366,101.82 | $140,702.62 | 62.42% |
 Jason Kaplan Howard Capital Management Group LLC | 917 | $208,214.02 | $212,478.08 | $4,264.06 | 2.05% |
 Donna Rittershausen Koss-Olinger Consulting LLC | 32,425 | $5.9M | $7.65M | $1.74M | 29.55% |
 Kyle P. Smith NewEdge Wealth LLC | 4,506 | $854,161.76 | $1.06M | $208,307.93 | 24.39% |
 Carrie Delgott Wescott Financial Advisory Group LLC | 45,666 | $7.73M | $10.58M | $2.85M | 36.9% |
 Ben Rothwell Keystone Financial Services | 100,629 | $19.77M | $23.66M | $3.89M | 19.68% |
 Shad Lamm Keystone Wealth Services LLC | 2,867 | $607,321.13 | $674,232.39 | $66,911.26 | 11.02% |
 Alexandria Fry Dentgroup LLC | 7,875 | $1.48M | $1.82M | $340,094.42 | 22.91% |
