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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCL Therese C.D. Linden Bank of New Hampshire | 1,545 | $212,375.7 | $363,136.8 | $150,761.1 | 70.99% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 1,194 | $173,213.58 | $281,187 | $107,973.42 | 62.34% |
 Joseph Castro Nuveen LLC | 2,315 | $525,644 | $541,848.9 | $16,204.9 | 3.08% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 18,382 | $3.92M | $4.33M | $419,240.33 | 10.71% |
 Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,353 | $199,756.92 | $319,294.47 | $119,537.55 | 59.84% |
 Kevin B. Crawford JB Capital LLC | 663,124 | $133.39M | $156.45M | $23.06M | 17.29% |
 Richard Slavik Newbridge Financial Services Group Inc. | 406 | $92,186.36 | $95,028.36 | $2,842 | 3.08% |
 Kurt Van Dyken Lifeworks Advisors LLC | 5,404 | $1.07M | $1.27M | $200,087.47 | 18.62% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 9,085 | $1.73M | $2.14M | $406,190.65 | 23.46% |
 Sima Elimelech Activest Wealth Management | 738 | $156,507.66 | $172,736.28 | $16,228.62 | 10.37% |
 Christina Forster Pazienza Guardian Partners Inc. | 155 | $35,194 | $36,527.3 | $1,333.3 | 3.79% |
 Cheryl Smith DB Fitzpatrick & Co Inc. | 95 | $15,313.05 | $22,385.8 | $7,072.75 | 46.19% |
| EW Enzi Wealth Enzi Wealth | 1,767 | $229,734.42 | $417,860.16 | $188,125.74 | 81.89% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 4,753 | $921,180 | $1.12M | $197,200.9 | 21.41% |
| KC Kasey Cook Maripau Wealth Management LLC | 6,819 | $1.37M | $1.61M | $247,551.52 | 18.11% |
 Jennifer Grunberg Allspring Global Investments Holdings LLC | 231 | $52,450.86 | $54,437.46 | $1,986.6 | 3.79% |
 Andrew Endelman Independent Wealth Network Inc. | 2,779 | $520,023.89 | $655,260.41 | $135,236.52 | 26.01% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 8,721 | $1.86M | $2.05M | $192,740.92 | 10.36% |
| MAL Mason & Associates LLC Mason & Associates LLC | 6,404 | $1.17M | $1.51M | $342,165.42 | 29.36% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,467 | $728,837.44 | $816,513.17 | $87,675.73 | 12.03% |
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