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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Ryan Charles Stout Theory Financial LLC | 21,138 | $4.19M | $4.98M | $791,304.45 | 18.88% |
 Bradley W. Clark Paladin Advisory Group LLC | 302 | $46,459.68 | $71,249.35 | $24,789.67 | 53.36% |
 Russell Silberstein Carmel Capital Partners LLC | 30,747 | $6.98M | $7.29M | $305,932.71 | 4.38% |
 Marc Dacanay Geometric Wealth Advisors | 3,587 | $653,510.95 | $844,487.41 | $190,976.46 | 29.22% |
 Joseph Allaria CarsonAllaria Wealth Management Ltd. | 1,076 | $229,383.11 | $253,451.8 | $24,068.69 | 10.49% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 23,853 | $5.36M | $5.62M | $257,291.69 | 4.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 107,532 | $21.48M | $25.17M | $3.69M | 17.17% |
 Brandon Collier Collier Financial | 49 | $9,387.05 | $11,616.92 | $2,229.87 | 23.75% |
 Thomas Pappas Cottonwood Capital Advisors LLC | 1,293 | $204,884.97 | $304,294.62 | $99,409.65 | 48.52% |
 Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 3,668 | $725,703.32 | $864,327.52 | $138,624.2 | 19.1% |
| HC Harry Cowley Stonegate Investment Group LLC | 36,177 | $6.12M | $8.52M | $2.4M | 39.23% |
 Dominic Corabi Wedmont Private Capital | 6,359 | $1.1M | $1.5M | $401,263.2 | 36.59% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 3,678 | $725,786.07 | $868,044.78 | $142,258.71 | 19.6% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,996 | $292,439.78 | $470,237.64 | $177,797.86 | 60.8% |
| DR Dori Riddle DBK Financial Counsel LLC | 3,550 | $676,559 | $836,238 | $159,679 | 23.6% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 6,222 | $1.19M | $1.46M | $274,769.98 | 23.11% |
 Matt Shibata Morling Financial Advisors LLC | 457 | $103,766.42 | $107,696.62 | $3,930.2 | 3.79% |
 Barry Oliver Capital Performance Advisors LLP | 913 | $192,779.95 | $215,458.87 | $22,678.92 | 11.76% |
 Dan Fitzgerald Pinnacle Financial Group LLC / IL | 3,262 | $512,180.77 | $768,657.68 | $256,476.91 | 50.08% |
 Sam Sweitzer Anson Capital Inc. | 19,385 | $3.56M | $4.56M | $1M | 28.07% |
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