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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 9,687 | $1.93M | $2.28M | $348,274.94 | 18% |
 PAX Financial Group PAX Financial Group LLC | 118,225 | $23.78M | $27.99M | $4.21M | 17.7% |
 Keebeck Wealth Management Keebeck Wealth Management LLC | 41,213 | $8.07M | $9.69M | $1.62M | 20.04% |
| RR rosemary richard WCG Wealth Advisors LLC | 45,065 | $9.14M | $10.61M | $1.47M | 16.08% |
| YA Yinka Akinsola Blue Trust Inc. | 73,143 | $14.36M | $17.12M | $2.76M | 19.19% |
 Jeff Ameen Spire Wealth Management | 119,497 | $18.92M | $28.16M | $9.24M | 48.87% |
 Drew Waldron Canvas Wealth Advisors LLC | 1,130 | $218,232.37 | $266,691.3 | $48,458.93 | 22.21% |
 Eric Becker Guardian Wealth Advisors LLC | 20,607 | $3.32M | $4.85M | $1.54M | 46.27% |
| AL Acas LLC Acas LLC | 21,554 | $3.33M | $5.07M | $1.74M | 52.23% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 1,632 | $237,269.76 | $384,270.72 | $147,000.96 | 61.96% |
 Jason Kaplan Howard Capital Management Group LLC | 917 | $208,214.02 | $215,916.82 | $7,702.8 | 3.7% |
 Donna Rittershausen Koss-Olinger Consulting LLC | 32,425 | $5.9M | $7.68M | $1.77M | 30.07% |
 Kyle P. Smith NewEdge Wealth LLC | 4,506 | $854,161.76 | $1.06M | $206,392.93 | 24.16% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 6,406 | $1.46M | $1.51M | $50,319.99 | 3.45% |
 Carrie Delgott Wescott Financial Advisory Group LLC | 49,164 | $8.52M | $11.64M | $3.11M | 36.54% |
 Ben Rothwell Keystone Financial Services | 100,629 | $19.77M | $23.84M | $4.07M | 20.57% |
 Shad Lamm Keystone Wealth Services LLC | 2,867 | $607,321.13 | $676,181.95 | $68,860.82 | 11.34% |
 Alexandria Fry Dentgroup LLC | 7,875 | $1.48M | $1.85M | $369,113.71 | 24.86% |
 Dipen Mehta Invst LLC | 62,392 | $12.24M | $14.71M | $2.47M | 20.19% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 24,581 | $5.02M | $5.79M | $768,086.21 | 15.31% |
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