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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Dipen Mehta Invst LLC | 62,392 | $12.24M | $14.85M | $2.61M | 21.36% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 24,581 | $5.02M | $5.78M | $763,415.82 | 15.22% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,545 | $212,375.7 | $357,991.97 | $145,616.27 | 68.57% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 1,194 | $173,213.58 | $276,661.75 | $103,448.17 | 59.72% |
 Joseph Castro Nuveen LLC | 2,315 | $525,644 | $547,103.95 | $21,459.95 | 4.08% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 17,182 | $3.64M | $3.98M | $340,132.14 | 9.34% |
 Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,353 | $199,756.92 | $313,503.64 | $113,746.72 | 56.94% |
 Kevin B. Crawford JB Capital LLC | 663,124 | $133.39M | $153.65M | $20.27M | 15.19% |
 Richard Slavik Newbridge Financial Services Group Inc. | 671 | $152,267.32 | $159,758.39 | $7,491.07 | 4.92% |
 Kurt Van Dyken Lifeworks Advisors LLC | 5,404 | $1.07M | $1.29M | $212,165.39 | 19.75% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 9,085 | $1.73M | $2.15M | $415,639.05 | 24.01% |
 Sima Elimelech Activest Wealth Management | 738 | $156,507.66 | $171,001.99 | $14,494.33 | 9.26% |
 Christina Forster Pazienza Guardian Partners Inc. | 155 | $35,194 | $35,915.05 | $721.05 | 2.05% |
 Cheryl Smith DB Fitzpatrick & Co Inc. | 95 | $15,313.05 | $22,012.45 | $6,699.4 | 43.75% |
| EW Enzi Wealth Enzi Wealth | 1,767 | $229,734.42 | $409,431.59 | $179,697.17 | 78.22% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 4,753 | $921,180 | $1.1M | $180,137.68 | 19.56% |
| KC Kasey Cook Maripau Wealth Management LLC | 6,819 | $1.37M | $1.61M | $244,482.97 | 17.88% |
 Jennifer Grunberg Allspring Global Investments Holdings LLC | 231 | $52,450.86 | $54,654.6 | $2,203.74 | 4.2% |
 Andrew Endelman Independent Wealth Network Inc. | 2,779 | $520,023.89 | $643,922.12 | $123,898.23 | 23.83% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 7,609 | $1.61M | $1.76M | $156,441.12 | 9.74% |
