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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MAL Mason & Associates LLC Mason & Associates LLC | 6,404 | $1.17M | $1.48M | $318,278.56 | 27.31% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,467 | $728,837.44 | $803,338.57 | $74,501.13 | 10.22% |
 Ryan Charles Stout Theory Financial LLC | 21,138 | $4.19M | $4.9M | $705,801.45 | 16.84% |
 Bradley W. Clark Paladin Advisory Group LLC | 302 | $46,459.68 | $69,976.42 | $23,516.74 | 50.62% |
 Russell Silberstein Carmel Capital Partners LLC | 30,747 | $6.98M | $7.12M | $142,973.92 | 2.05% |
 Marc Dacanay Geometric Wealth Advisors | 3,587 | $653,510.95 | $847,715.71 | $194,204.76 | 29.72% |
 Joseph Allaria CarsonAllaria Wealth Management Ltd. | 1,076 | $229,383.11 | $249,319.97 | $19,936.86 | 8.69% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 23,853 | $5.36M | $5.68M | $315,731.44 | 5.89% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 104,707 | $20.84M | $24.26M | $3.43M | 16.44% |
 Brandon Collier Collier Financial | 49 | $9,387.05 | $11,353.79 | $1,966.74 | 20.95% |
 Thomas Pappas Cottonwood Capital Advisors LLC | 1,293 | $204,884.97 | $299,601.04 | $94,716.07 | 46.23% |
 Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 3,668 | $725,703.32 | $849,912.32 | $124,209 | 17.12% |
| HC Harry Cowley Stonegate Investment Group LLC | 36,177 | $6.12M | $8.38M | $2.26M | 37.02% |
 Dominic Corabi Wedmont Private Capital | 5,462 | $883,446.68 | $1.27M | $382,153.39 | 43.26% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 3,678 | $725,786.07 | $875,695.01 | $149,908.94 | 20.65% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,236 | $327,256.58 | $518,103.58 | $190,847 | 58.32% |
| DR Dori Riddle DBK Financial Counsel LLC | 3,550 | $676,559 | $822,570.54 | $146,011.54 | 21.58% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 5,542 | $1.06M | $1.28M | $227,942.52 | 21.58% |
 Matt Shibata Morling Financial Advisors LLC | 457 | $103,766.42 | $107,472.69 | $3,706.27 | 3.57% |
 Barry Oliver Capital Performance Advisors LLP | 913 | $192,779.95 | $217,376.17 | $24,596.22 | 12.76% |
