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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 3,167 | $591,627 | $725,781.39 | $134,154.39 | 22.68% |
 James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 1,514 | $300,530.8 | $346,963.38 | $46,432.58 | 15.45% |
 David Hobbs Hobbs Wealth Management, LLC | 51,943 | $10.33M | $11.9M | $1.58M | 15.28% |
 David Maxey Heritage Family Offices, LLP | 2,098 | $420,327.26 | $480,798.66 | $60,471.4 | 14.39% |
 Mark Weiskind Fairway Wealth LLC | 1,362 | $254,435.22 | $312,129.54 | $57,694.32 | 22.67% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,952 | $803,019.32 | $905,679.84 | $102,660.52 | 12.78% |
 James J. Karabas Embree Financial Group | 3,897 | $685,459.5 | $893,075.49 | $207,615.99 | 30.29% |
 Kevyn Hill Hilltop National Bank | 6,997 | $1.33M | $1.6M | $277,115.74 | 20.89% |
 Taylor Faw Strathmore Capital Advisors, Inc. | 1,301 | $287,040 | $298,150.17 | $11,110.17 | 3.87% |
 Dana Grigg CAMELOT TECHNOLOGY ADVISORS, INC. | 3,080 | $537,066.62 | $705,843.6 | $168,776.98 | 31.43% |
 Alan Hartley Black Cypress Capital Management, LLC | 539 | $100,811.1 | $123,522.63 | $22,711.53 | 22.53% |
| CFS Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 1,755 | $327,823.06 | $402,193.35 | $74,370.29 | 22.69% |
 Kevin Galvin Hopwood Financial Services, Inc. | 8,063 | $1.54M | $1.85M | $308,777.21 | 20.06% |
 DAVID REICHERT Atlatl Advisers LLC | 9,978 | $2.01M | $2.29M | $277,635.73 | 13.82% |
| KFS Kelly Financial Services LLC Kelly Financial Services LLC | 119,082 | $23.68M | $27.29M | $3.61M | 15.25% |
 David Millar Gen-Wealth Partners Inc | 46,861 | $9.26M | $10.74M | $1.48M | 16.02% |
 Geoffrey A. Frazier Global Financial Private Client, LLC | 1,389 | $261,651.31 | $318,317.13 | $56,665.82 | 21.66% |
 Jade Eagles WEALTHGARDEN F.S. LLC | 5,988 | $1.23M | $1.37M | $142,205.11 | 11.56% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 202 | $42,652 | $46,292.34 | $3,640.34 | 8.53% |
 Bruce Barton Parkworth Wealth Management, Inc. | 74 | $14,096 | $16,958.58 | $2,862.58 | 20.31% |
